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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 | $27,062 | $202,326-86.6% | $172,745-84.3% | $152,870-82.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.90% | 1029.72%-1003.8pp | 802.90%-777.0pp | 345.34%-319.4pp |
| Employer contribution / active EE | $6,033 | $5,858+3.0% | $5,144+17.3% | $4,763+26.7% |
| Participant deferral / active EE | $1,522 | $5,948-74.4% | $5,197-70.7% | $5,850-74.0% |
| Admin fee / account holder | $149 | $17,110-99.1% | $13,954-98.9% | $11,597-98.7% |