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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 | $8,847 | $185,312-95.2% | $161,489-94.5% | $154,746-94.3% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 20.08% | 103.84%-83.8pp | 89.72%-69.6pp | 172.34%-152.3pp |
| Employer contribution / active EE | $1,402 | $4,769-70.6% | $4,268-67.1% | $4,379-68.0% |
| Participant deferral / active EE | $1,535 | $6,350-75.8% | $5,630-72.7% | $6,730-77.2% |
| Admin fee / account holder | $38 | $18,654-99.8% | $16,006-99.8% | $14,365-99.7% |