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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 | $4,986 | $106,864-95.3% | $147,318-96.6% | $82,637-94.0% |
| Participation rate | 88.5% | 75.5%+13.0pp | 82.1%+6.4pp | 68.1%+20.4pp |
| Annual return | 19.06% | 27.49%-8.4pp | 70.43%-51.4pp | 53.51%-34.4pp |
| Employer contribution / active EE | $692 | $3,417-79.7% | $4,593-84.9% | $2,552-72.9% |
| Participant deferral / active EE | $1,188 | $6,496-81.7% | $7,906-85.0% | $4,126-71.2% |
| Admin fee / account holder | $295 | $8,415-96.5% | $13,708-97.9% | $7,339-96.0% |