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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 | $7,132 | $157,829-95.5% | $136,867-94.8% | $198,609-96.4% |
| Participation rate | 83.3% | 77.2%+6.2pp | 74.5%+8.8pp | 82.4%+1.0pp |
| Annual return | 26.32% | 51.25%-24.9pp | 42.97%-16.7pp | 202.70%-176.4pp |
| Employer contribution / active EE | $817 | $3,923-79.2% | $3,547-77.0% | $5,055-83.8% |
| Participant deferral / active EE | $1,335 | $5,463-75.6% | $4,924-72.9% | $6,977-80.9% |
| Admin fee / account holder | $22 | $11,107-99.8% | $10,340-99.8% | $19,030-99.9% |