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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,953 | $148,582-93.3% | $135,942-92.7% | $139,456-92.9% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 20.42% | 79.26%-58.8pp | 68.28%-47.9pp | 373.45%-353.0pp |
| Employer contribution / active EE | $1,540 | $5,245-70.6% | $4,858-68.3% | $4,753-67.6% |
| Participant deferral / active EE | $1,636 | $8,101-79.8% | $7,759-78.9% | $6,711-75.6% |
| Admin fee / account holder | $144 | $12,402-98.8% | $10,764-98.7% | $11,407-98.7% |