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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 | $1,688 | $55,437-97.0% | $155,534-98.9% | $74,459-97.7% |
| Participation rate | 89.1% | 61.9%+27.2pp | 78.2%+10.9pp | 67.2%+21.9pp |
| Annual return | 16.34% | 269.58%-253.2pp | 64.92%-48.6pp | 1369.70%-1353.4pp |
| Employer contribution / active EE | $456 | $2,266-79.9% | $4,675-90.3% | $2,626-82.6% |
| Participant deferral / active EE | $668 | $2,837-76.5% | $5,630-88.1% | $4,350-84.6% |
| Admin fee / account holder | $140 | $1,742-92.0% | $15,900-99.1% | $1,945-92.8% |