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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 | $775 | $174,018-99.6% | $136,833-99.4% | $198,609-99.6% |
| Participation rate | 75.0% | 65.1%+9.9pp | 59.0%+16.0pp | 82.4%-7.4pp |
| Annual return | 14.79% | 35.16%-20.4pp | 35.32%-20.5pp | 202.70%-187.9pp |
| Employer contribution / active EE | $142 | $1,571-90.9% | $1,319-89.2% | $5,055-97.2% |
| Participant deferral / active EE | $156 | $2,873-94.6% | $2,441-93.6% | $6,977-97.8% |
| Admin fee / account holder | $120 | $5,434-97.8% | $4,706-97.5% | $19,030-99.4% |