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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 | $3,195 | $45,041-92.9% | $63,003-94.9% | $70,131-95.4% |
| Participation rate | 90.9% | 69.5%+21.4pp | 74.8%+16.1pp | 69.5%+21.4pp |
| Annual return | 22.04% | 18.76%+3.3pp | 87.59%-65.5pp | 73.14%-51.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $602 | $2,465-75.6% | $3,329-81.9% | $3,332-81.9% |
| Admin fee / account holder | $92 | $2,836-96.8% | $3,600-97.5% | $4,645-98.0% |