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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 | $2,120 | $99,345-97.9% | $84,753-97.5% | $273,972-99.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.15% | 22.93%-19.8pp | 22.78%-19.6pp | 41.46%-38.3pp |
| Employer contribution / active EE | $797 | $4,214-81.1% | $3,574-77.7% | $4,869-83.6% |
| Participant deferral / active EE | $428 | $4,270-90.0% | $3,712-88.5% | $5,287-91.9% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |