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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 | $13,059 | $162,136-91.9% | $152,301-91.4% | $154,746-91.6% |
| Participation rate | 93.8% | 84.1%+9.6pp | 82.4%+11.3pp | 80.7%+13.0pp |
| Annual return | 20.02% | 91.02%-71.0pp | 80.50%-60.5pp | 172.34%-152.3pp |
| Employer contribution / active EE | $1,880 | $4,890-61.5% | $4,624-59.3% | $4,379-57.1% |
| Participant deferral / active EE | $2,297 | $8,341-72.5% | $8,004-71.3% | $6,730-65.9% |
| Admin fee / account holder | $33 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |