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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 | $924 | $149,040-99.4% | $120,225-99.2% | $137,256-99.3% |
| Participation rate | 79.2% | 75.4%+3.7pp | 69.6%+9.6pp | 80.0%-0.8pp |
| Annual return | 30.43% | 605.68%-575.3pp | 439.23%-408.8pp | 220.34%-189.9pp |
| Employer contribution / active EE | $261 | $4,350-94.0% | $3,475-92.5% | $4,156-93.7% |
| Participant deferral / active EE | $309 | $4,655-93.4% | $3,999-92.3% | $6,407-95.2% |
| Admin fee / account holder | $11 | $6,348-99.8% | $5,696-99.8% | $12,270-99.9% |