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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 | $19,869 | $77,358-74.3% | $102,184-80.6% | $87,485-77.3% |
| Participation rate | 96.3% | 78.7%+17.6pp | 82.6%+13.7pp | 68.9%+27.4pp |
| Annual return | 24.03% | 41.11%-17.1pp | 31.58%-7.5pp | 26.06%-2.0pp |
| Employer contribution / active EE | $2,802 | $2,562+9.4% | $3,594-22.0% | $2,596+7.9% |
| Participant deferral / active EE | $1,495 | $6,753-77.9% | $8,309-82.0% | $4,274-65.0% |
| Admin fee / account holder | $25 | $6,809-99.6% | $11,609-99.8% | $7,775-99.7% |