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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 | $5,942 | $57,057-89.6% | $85,009-93.0% | $80,874-92.7% |
| Participation rate | 86.7% | 56.4%+30.3pp | 67.5%+19.2pp | 67.6%+19.0pp |
| Annual return | 11.28% | 21.66%-10.4pp | 66.47%-55.2pp | 35.62%-24.3pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $39 | $3,112-98.7% | $4,522-99.1% | $4,297-99.1% |
| Admin fee / account holder | $225 | $4,986-95.5% | $6,153-96.3% | $6,935-96.8% |