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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 | $17,141 | $92,219-81.4% | $76,767-77.7% | $135,380-87.3% |
| Participation rate | 70.8% | 79.8%-8.9pp | 77.0%-6.1pp | 82.6%-11.8pp |
| Annual return | -7.21% | 5.46%-12.7pp | 2.43%-9.6pp | 519.81%-527.0pp |
| Employer contribution / active EE | $1,298 | $3,216-59.6% | $2,485-47.8% | $4,779-72.8% |
| Participant deferral / active EE | $1,254 | $4,508-72.2% | $3,852-67.4% | $5,609-77.6% |
| Admin fee / account holder | $196 | $10,749-98.2% | $6,675-97.1% | $10,828-98.2% |