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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 | $4,019 | $121,701-96.7% | $104,639-96.2% | $158,982-97.5% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 8.81% | 465.72%-456.9pp | 340.67%-331.9pp | 302.99%-294.2pp |
| Employer contribution / active EE | $263 | $3,165-91.7% | $2,682-90.2% | $4,763-94.5% |
| Participant deferral / active EE | $524 | $4,176-87.4% | $3,738-86.0% | $5,983-91.2% |
| Admin fee / account holder | $0 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |