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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 | $5,037 | $148,623-96.6% | $135,974-96.3% | $139,466-96.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 58.44% | 79.30%-20.9pp | 68.30%-9.9pp | 373.66%-315.2pp |
| Employer contribution / active EE | $1,608 | $5,246-69.3% | $4,859-66.9% | $4,754-66.2% |
| Participant deferral / active EE | $1,707 | $8,103-78.9% | $7,760-78.0% | $6,712-74.6% |
| Admin fee / account holder | $29 | $12,406-99.8% | $10,767-99.7% | $11,409-99.7% |