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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 | $2,195 | $106,280-97.9% | $96,538-97.7% | $139,487-98.4% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 90.22% | 38.48%+51.7pp | 35.74%+54.5pp | 373.84%-283.6pp |
| Employer contribution / active EE | $993 | $4,107-75.8% | $3,740-73.4% | $4,755-79.1% |
| Participant deferral / active EE | $1,117 | $5,457-79.5% | $4,880-77.1% | $6,713-83.4% |
| Admin fee / account holder | $262 | $7,888-96.7% | $6,737-96.1% | $11,407-97.7% |