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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 | $6,608 | $86,949-92.4% | $102,460-93.6% | $80,959-91.8% |
| Participation rate | 81.5% | 72.4%+9.1pp | 76.5%+5.0pp | 67.7%+13.8pp |
| Annual return | 14.03% | 18.89%-4.9pp | 29.47%-15.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $791 | $2,370-66.6% | $3,025-73.8% | $2,757-71.3% |
| Participant deferral / active EE | $1,353 | $4,121-67.2% | $5,056-73.2% | $4,300-68.5% |
| Admin fee / account holder | $128 | $8,048-98.4% | $9,460-98.6% | $6,925-98.2% |