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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 | $15,976 | $83,485-80.9% | $125,195-87.2% | $72,976-78.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 25.87% | 25.77%+0.1pp | 43.79%-17.9pp | 81.02%-55.2pp |
| Employer contribution / active EE | $2,338 | $2,346-0.3% | $3,866-39.5% | $2,440-4.2% |
| Participant deferral / active EE | $1,484 | $3,586-58.6% | $4,937-69.9% | $3,608-58.9% |
| Admin fee / account holder | $197 | $5,518-96.4% | $9,704-98.0% | $5,124-96.2% |