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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 | $4,917 | $157,829-96.9% | $136,867-96.4% | $198,609-97.5% |
| Participation rate | 81.8% | 77.2%+4.6pp | 74.5%+7.3pp | 82.4%-0.6pp |
| Annual return | 22.79% | 51.25%-28.5pp | 42.97%-20.2pp | 202.70%-179.9pp |
| Employer contribution / active EE | $779 | $3,923-80.1% | $3,547-78.0% | $5,055-84.6% |
| Participant deferral / active EE | $1,438 | $5,463-73.7% | $4,924-70.8% | $6,977-79.4% |
| Admin fee / account holder | $131 | $11,107-98.8% | $10,340-98.7% | $19,030-99.3% |