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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 | $20,408 | $98,776-79.3% | $149,745-86.4% | $79,856-74.4% |
| Participation rate | 72.5% | 75.8%-3.3pp | 82.5%-10.0pp | 69.6%+2.9pp |
| Annual return | 14.91% | 27.38%-12.5pp | 276.72%-261.8pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,269 | $3,217-60.6% | $4,646-72.7% | $2,471-48.7% |
| Participant deferral / active EE | $477 | $5,681-91.6% | $6,843-93.0% | $3,741-87.2% |
| Admin fee / account holder | $75 | $6,053-98.8% | $9,312-99.2% | $5,306-98.6% |