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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 | $7,264 | $107,809-93.3% | $97,032-92.5% | $155,188-95.3% |
| Participation rate | 70.0% | 75.5%-5.5pp | 71.6%-1.6pp | 80.8%-10.8pp |
| Annual return | 19.84% | 38.06%-18.2pp | 35.38%-15.5pp | 148.84%-129.0pp |
| Employer contribution / active EE | $416 | $2,911-85.7% | $2,629-84.2% | $4,248-90.2% |
| Participant deferral / active EE | $851 | $5,129-83.4% | $4,672-81.8% | $6,531-87.0% |
| Admin fee / account holder | $56 | $10,717-99.5% | $9,418-99.4% | $14,480-99.6% |