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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 | $10,256 | $106,524-90.4% | $152,301-93.3% | $87,485-88.3% |
| Participation rate | 87.9% | 75.8%+12.1pp | 82.4%+5.4pp | 68.9%+18.9pp |
| Annual return | 21.39% | 26.89%-5.5pp | 80.50%-59.1pp | 26.06%-4.7pp |
| Employer contribution / active EE | $1,349 | $3,371-60.0% | $4,624-70.8% | $2,596-48.0% |
| Participant deferral / active EE | $1,740 | $6,525-73.3% | $8,004-78.3% | $4,274-59.3% |
| Admin fee / account holder | $177 | $8,287-97.9% | $14,398-98.8% | $7,775-97.7% |