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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 | $7,927 | $107,666-92.6% | $102,184-92.2% | $154,746-94.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 22.83% | 29.33%-6.5pp | 31.58%-8.7pp | 172.34%-149.5pp |
| Employer contribution / active EE | $456 | $3,846-88.1% | $3,594-87.3% | $4,379-89.6% |
| Participant deferral / active EE | $1,921 | $8,719-78.0% | $8,309-76.9% | $6,730-71.5% |
| Admin fee / account holder | $25 | $12,943-99.8% | $11,609-99.8% | $14,365-99.8% |