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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 | $12,197 | $87,106-86.0% | $105,607-88.5% | $80,935-84.9% |
| Participation rate | 94.0% | 70.4%+23.6pp | 75.3%+18.8pp | 67.7%+26.4pp |
| Annual return | 14.14% | 17.01%-2.9pp | 116.11%-102.0pp | 35.66%-21.5pp |
| Employer contribution / active EE | $679 | $2,396-71.7% | $3,167-78.6% | $2,757-75.4% |
| Participant deferral / active EE | $1,029 | $3,986-74.2% | $5,011-79.5% | $4,299-76.1% |
| Admin fee / account holder | $111 | $8,447-98.7% | $10,958-99.0% | $6,924-98.4% |