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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 | $13,198 | $110,212-88.0% | $96,534-86.3% | $139,466-90.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.98% | 26.42%-13.4pp | 25.88%-12.9pp | 373.66%-360.7pp |
| Employer contribution / active EE | $2,526 | $3,620-30.2% | $2,965-14.8% | $4,754-46.9% |
| Participant deferral / active EE | $1,421 | $5,547-74.4% | $4,851-70.7% | $6,712-78.8% |
| Admin fee / account holder | $216 | $11,599-98.1% | $8,253-97.4% | $11,409-98.1% |