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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 | $2,185 | $103,164-97.9% | $90,259-97.6% | $154,746-98.6% |
| Participation rate | 73.3% | 76.1%-2.8pp | 70.7%+2.6pp | 80.7%-7.4pp |
| Annual return | 24.39% | 19.25%+5.1pp | 18.88%+5.5pp | 172.34%-147.9pp |
| Employer contribution / active EE | $244 | $2,532-90.3% | $2,291-89.3% | $4,379-94.4% |
| Participant deferral / active EE | $383 | $4,422-91.3% | $3,827-90.0% | $6,730-94.3% |
| Admin fee / account holder | $9 | $8,593-99.9% | $7,267-99.9% | $14,365-99.9% |