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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 | $4,799 | $111,535-95.7% | $105,223-95.4% | $137,256-96.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 34.95% | 237.85%-202.9pp | 180.65%-145.7pp | 220.34%-185.4pp |
| Employer contribution / active EE | $1,050 | $3,939-73.4% | $3,689-71.5% | $4,156-74.7% |
| Participant deferral / active EE | $1,182 | $5,500-78.5% | $5,072-76.7% | $6,407-81.6% |
| Admin fee / account holder | $18 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |