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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 | $4,272 | $106,247-96.0% | $96,515-95.6% | $139,466-96.9% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 29.08% | 38.47%-9.4pp | 35.73%-6.6pp | 373.66%-344.6pp |
| Employer contribution / active EE | $860 | $4,106-79.1% | $3,740-77.0% | $4,754-81.9% |
| Participant deferral / active EE | $911 | $5,456-83.3% | $4,880-81.3% | $6,712-86.4% |
| Admin fee / account holder | $4 | $7,885-99.9% | $6,735-99.9% | $11,409-100.0% |