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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 | $14,118 | $78,423-82.0% | $95,964-85.3% | $79,856-82.3% |
| Participation rate | 79.7% | 73.5%+6.2pp | 77.1%+2.6pp | 69.6%+10.1pp |
| Annual return | 13.60% | 19.37%-5.8pp | 91.64%-78.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $961 | $1,945-50.6% | $2,541-62.2% | $2,471-61.1% |
| Participant deferral / active EE | $1,239 | $3,440-64.0% | $4,167-70.3% | $3,741-66.9% |
| Admin fee / account holder | $139 | $5,622-97.5% | $6,797-98.0% | $5,306-97.4% |