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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 | $1,796 | $100,073-98.2% | $85,126-97.9% | $145,877-98.8% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 53.52% | 84.11%-30.6pp | 66.63%-13.1pp | 551.28%-497.8pp |
| Employer contribution / active EE | $593 | $3,236-81.7% | $2,731-78.3% | $4,663-87.3% |
| Participant deferral / active EE | $902 | $5,294-83.0% | $4,523-80.1% | $6,691-86.5% |
| Admin fee / account holder | $146 | $7,261-98.0% | $6,160-97.6% | $13,402-98.9% |