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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 | $15,016 | $148,582-89.9% | $135,942-89.0% | $139,456-89.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.68% | 79.26%-56.6pp | 68.28%-45.6pp | 373.45%-350.8pp |
| Employer contribution / active EE | $2,162 | $5,245-58.8% | $4,858-55.5% | $4,753-54.5% |
| Participant deferral / active EE | $2,153 | $8,101-73.4% | $7,759-72.3% | $6,711-67.9% |
| Admin fee / account holder | $15 | $12,402-99.9% | $10,764-99.9% | $11,407-99.9% |