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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 | $5,555 | $95,453-94.2% | $112,040-95.0% | $82,448-93.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 25.90% | 23.92%+2.0pp | 24.52%+1.4pp | 41.64%-15.7pp |
| Employer contribution / active EE | $992 | $2,318-57.2% | $2,954-66.4% | $2,551-61.1% |
| Participant deferral / active EE | $995 | $4,224-76.4% | $5,098-80.5% | $4,139-76.0% |
| Admin fee / account holder | $26 | $9,013-99.7% | $12,098-99.8% | $7,234-99.6% |