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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 | $14,264 | $154,209-90.8% | $130,062-89.0% | $139,487-89.8% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 10.24% | 32.52%-22.3pp | -137.37%+147.6pp | 373.84%-363.6pp |
| Employer contribution / active EE | $1,438 | $5,292-72.8% | $4,322-66.7% | $4,755-69.8% |
| Participant deferral / active EE | $914 | $6,709-86.4% | $5,821-84.3% | $6,713-86.4% |
| Admin fee / account holder | $111 | $13,988-99.2% | $10,601-98.9% | $11,407-99.0% |