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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 | $6,644 | $56,894-88.3% | $84,753-92.2% | $62,881-89.4% |
| Participation rate | 72.7% | 68.5%+4.2pp | 76.6%-3.9pp | 69.3%+3.4pp |
| Annual return | 4.98% | 6.30%-1.3pp | 22.78%-17.8pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,304 | $2,400-45.7% | $3,574-63.5% | $2,281-42.8% |
| Participant deferral / active EE | $781 | $2,709-71.2% | $3,712-79.0% | $3,203-75.6% |
| Admin fee / account holder | $158 | $3,581-95.6% | $5,333-97.0% | $4,296-96.3% |