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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 | $9,462 | $62,589-84.9% | $76,768-87.7% | $64,173-85.3% |
| Participation rate | 82.9% | 72.8%+10.0pp | 77.0%+5.9pp | 69.6%+13.3pp |
| Annual return | -6.16% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $479 | $1,832-73.8% | $2,485-80.7% | $2,381-79.9% |
| Participant deferral / active EE | $1,218 | $3,145-61.3% | $3,852-68.4% | $3,470-64.9% |
| Admin fee / account holder | $127 | $4,667-97.3% | $6,675-98.1% | $4,887-97.4% |