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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 | $1,977 | $48,011-95.9% | $63,803-96.9% | $82,637-97.6% |
| Participation rate | 97.9% | 66.6%+31.3pp | 72.7%+25.2pp | 68.1%+29.8pp |
| Annual return | 22.98% | 19.84%+3.1pp | 543.72%-520.7pp | 53.51%-30.5pp |
| Employer contribution / active EE | $386 | $1,904-79.7% | $2,532-84.8% | $2,552-84.9% |
| Participant deferral / active EE | $494 | $2,846-82.7% | $3,843-87.2% | $4,126-88.0% |
| Admin fee / account holder | $43 | $3,873-98.9% | $5,196-99.2% | $7,339-99.4% |