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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 | $3,285 | $110,337-97.0% | $102,383-96.8% | $145,877-97.7% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 25.90% | 24.83%+1.1pp | 24.94%+1.0pp | 551.28%-525.4pp |
| Employer contribution / active EE | $1,097 | $4,216-74.0% | $3,870-71.7% | $4,663-76.5% |
| Participant deferral / active EE | $1,371 | $5,621-75.6% | $5,060-72.9% | $6,691-79.5% |
| Admin fee / account holder | $10 | $9,750-99.9% | $8,391-99.9% | $13,402-99.9% |