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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 | $4,701 | $181,062-97.4% | $158,223-97.0% | $155,188-97.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.98% | 57.39%-35.4pp | 52.09%-30.1pp | 148.84%-126.9pp |
| Employer contribution / active EE | $1,097 | $4,565-76.0% | $4,109-73.3% | $4,248-74.2% |
| Participant deferral / active EE | $1,741 | $6,134-71.6% | $5,467-68.1% | $6,531-73.3% |
| Admin fee / account holder | $63 | $18,825-99.7% | $16,047-99.6% | $14,480-99.6% |