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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 | $6,860 | $156,398-95.6% | $147,318-95.3% | $138,895-95.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 23.57% | 78.75%-55.2pp | 70.43%-46.9pp | 145.39%-121.8pp |
| Employer contribution / active EE | $1,668 | $4,853-65.6% | $4,593-63.7% | $4,194-60.2% |
| Participant deferral / active EE | $2,274 | $8,237-72.4% | $7,906-71.2% | $6,396-64.5% |
| Admin fee / account holder | $26 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |