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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 | $5,301 | $154,228-96.6% | $145,433-96.4% | $137,256-96.1% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 31.22% | 74.59%-43.4pp | 66.58%-35.4pp | 220.34%-189.1pp |
| Employer contribution / active EE | $1,615 | $4,804-66.4% | $4,554-64.5% | $4,156-61.1% |
| Participant deferral / active EE | $1,683 | $8,216-79.5% | $7,897-78.7% | $6,407-73.7% |
| Admin fee / account holder | $128 | $14,344-99.1% | $13,129-99.0% | $12,270-99.0% |