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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 | $14,252 | $86,701-83.6% | $73,309-80.6% | $125,389-88.6% |
| Participation rate | 77.3% | 78.6%-1.3pp | 74.9%+2.4pp | 83.2%-5.9pp |
| Annual return | -1.68% | 2.78%-4.5pp | 5.67%-7.4pp | 282.24%-283.9pp |
| Employer contribution / active EE | $707 | $4,152-83.0% | $3,237-78.2% | $4,866-85.5% |
| Participant deferral / active EE | $1,399 | $5,549-74.8% | $4,991-72.0% | $5,352-73.9% |
| Admin fee / account holder | $60 | $7,768-99.2% | $5,635-98.9% | $9,541-99.4% |