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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 | $9,435 | $148,623-93.7% | $135,974-93.1% | $139,466-93.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 21.86% | 79.30%-57.4pp | 68.30%-46.4pp | 373.66%-351.8pp |
| Employer contribution / active EE | $1,358 | $5,246-74.1% | $4,859-72.1% | $4,754-71.4% |
| Participant deferral / active EE | $1,358 | $8,103-83.2% | $7,760-82.5% | $6,712-79.8% |
| Admin fee / account holder | $113 | $12,406-99.1% | $10,767-98.9% | $11,409-99.0% |