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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 | $1,276 | $114,013-98.9% | $103,693-98.8% | $155,188-99.2% |
| Participation rate | 70.6% | 75.2%-4.6pp | 72.6%-2.1pp | 80.8%-10.2pp |
| Annual return | 15.16% | 49.31%-34.2pp | 47.61%-32.5pp | 148.84%-133.7pp |
| Employer contribution / active EE | $607 | $3,131-80.6% | $2,920-79.2% | $4,248-85.7% |
| Participant deferral / active EE | $739 | $4,970-85.1% | $4,579-83.9% | $6,531-88.7% |
| Admin fee / account holder | $225 | $8,407-97.3% | $7,858-97.1% | $14,480-98.4% |