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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 | $8,033 | $160,040-95.0% | $147,096-94.5% | $145,877-94.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 23.19% | 98.49%-75.3pp | 419.75%-396.6pp | 551.28%-528.1pp |
| Employer contribution / active EE | $2,198 | $5,289-58.4% | $4,936-55.5% | $4,663-52.9% |
| Participant deferral / active EE | $2,198 | $8,429-73.9% | $8,071-72.8% | $6,691-67.1% |
| Admin fee / account holder | $213 | $15,050-98.6% | $13,005-98.4% | $13,402-98.4% |