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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 | $9,189 | $107,666-91.5% | $102,184-91.0% | $154,746-94.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 42.40% | 29.33%+13.1pp | 31.58%+10.8pp | 172.34%-129.9pp |
| Employer contribution / active EE | $230 | $3,846-94.0% | $3,594-93.6% | $4,379-94.8% |
| Participant deferral / active EE | $1,412 | $8,719-83.8% | $8,309-83.0% | $6,730-79.0% |
| Admin fee / account holder | $44 | $12,943-99.7% | $11,609-99.6% | $14,365-99.7% |