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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 | $8,699 | $88,707-90.2% | $74,184-88.3% | $273,972-96.8% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 11.23% | 11.94%-0.7pp | 17.74%-6.5pp | 41.46%-30.2pp |
| Employer contribution / active EE | $579 | $3,159-81.7% | $2,370-75.6% | $4,869-88.1% |
| Participant deferral / active EE | $986 | $4,212-76.6% | $3,550-72.2% | $5,287-81.4% |
| Admin fee / account holder | $241 | $8,717-97.2% | $5,586-95.7% | $10,133-97.6% |