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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 | $3,442 | $113,941-97.0% | $94,229-96.3% | $125,389-97.3% |
| Participation rate | 81.8% | 82.9%-1.1pp | 78.8%+3.0pp | 83.2%-1.4pp |
| Annual return | 1.07% | 5.29%-4.2pp | 10.68%-9.6pp | 282.24%-281.2pp |
| Employer contribution / active EE | $958 | $4,727-79.7% | $3,587-73.3% | $4,866-80.3% |
| Participant deferral / active EE | $1,267 | $5,179-75.5% | $4,320-70.7% | $5,352-76.3% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |