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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 | $10,318 | $201,344-94.9% | $184,243-94.4% | $145,877-92.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.10% | 29.01%-7.9pp | 28.82%-7.7pp | 551.28%-530.2pp |
| Employer contribution / active EE | $1,850 | $7,022-73.7% | $6,427-71.2% | $4,663-60.3% |
| Participant deferral / active EE | $2,185 | $9,807-77.7% | $9,132-76.1% | $6,691-67.3% |
| Admin fee / account holder | $76 | $16,382-99.5% | $13,914-99.5% | $13,402-99.4% |