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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 | $6,671 | $132,099-95.0% | $115,599-94.2% | $138,895-95.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 22.09% | 176.76%-154.7pp | 111.10%-89.0pp | 145.39%-123.3pp |
| Employer contribution / active EE | $1,084 | $3,416-68.3% | $2,955-63.3% | $4,194-74.2% |
| Participant deferral / active EE | $1,223 | $5,617-78.2% | $4,889-75.0% | $6,396-80.9% |
| Admin fee / account holder | $18 | $15,650-99.9% | $12,841-99.9% | $12,562-99.9% |