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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 | $2,708 | $174,379-98.4% | $152,093-98.2% | $138,895-98.1% |
| Participation rate | 84.6% | 81.6%+3.0pp | 77.8%+6.8pp | 79.9%+4.7pp |
| Annual return | 19.47% | 74.86%-55.4pp | 66.36%-46.9pp | 145.39%-125.9pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,589 | $6,159-74.2% | $5,451-70.9% | $6,396-75.2% |
| Admin fee / account holder | $48 | $16,880-99.7% | $14,497-99.7% | $12,562-99.6% |