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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 | $4,299 | $132,099-96.7% | $115,599-96.3% | $138,895-96.9% |
| Participation rate | 90.9% | 77.9%+13.1pp | 74.3%+16.6pp | 79.9%+11.0pp |
| Annual return | 23.72% | 176.76%-153.0pp | 111.10%-87.4pp | 145.39%-121.7pp |
| Employer contribution / active EE | $659 | $3,416-80.7% | $2,955-77.7% | $4,194-84.3% |
| Participant deferral / active EE | $902 | $5,617-83.9% | $4,889-81.5% | $6,396-85.9% |
| Admin fee / account holder | $7 | $15,650-100.0% | $12,841-99.9% | $12,562-99.9% |