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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 | $3,112 | $175,259-98.2% | $149,723-97.9% | $139,487-97.8% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 17.94% | 166.82%-148.9pp | 134.50%-116.6pp | 373.84%-355.9pp |
| Employer contribution / active EE | $1,333 | $5,478-75.7% | $4,821-72.4% | $4,755-72.0% |
| Participant deferral / active EE | $1,614 | $6,522-75.3% | $5,682-71.6% | $6,713-76.0% |
| Admin fee / account holder | $153 | $16,158-99.1% | $13,215-98.8% | $11,407-98.7% |