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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 | $4,489 | $110,240-95.9% | $96,544-95.4% | $139,487-96.8% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 73.01% | 26.41%+46.6pp | 25.88%+47.1pp | 373.84%-300.8pp |
| Employer contribution / active EE | $1,134 | $3,622-68.7% | $2,966-61.8% | $4,755-76.1% |
| Participant deferral / active EE | $1,464 | $5,549-73.6% | $4,851-69.8% | $6,713-78.2% |
| Admin fee / account holder | $60 | $11,602-99.5% | $8,254-99.3% | $11,407-99.5% |