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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 | $2,027 | $81,276-97.5% | $155,574-98.7% | $80,925-97.5% |
| Participation rate | 71.4% | 66.2%+5.2pp | 78.2%-6.8pp | 67.7%+3.8pp |
| Annual return | 19.29% | 33.36%-14.1pp | 64.87%-45.6pp | 35.65%-16.4pp |
| Employer contribution / active EE | $682 | $3,103-78.0% | $4,676-85.4% | $2,756-75.2% |
| Participant deferral / active EE | $730 | $3,453-78.9% | $5,629-87.0% | $4,299-83.0% |
| Admin fee / account holder | $20 | $7,993-99.8% | $15,914-99.9% | $6,940-99.7% |