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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 | $4,376 | $123,155-96.4% | $108,753-96.0% | $155,188-97.2% |
| Participation rate | 87.5% | 75.6%+11.9pp | 71.1%+16.4pp | 80.8%+6.7pp |
| Annual return | 22.64% | 44.73%-22.1pp | 37.47%-14.8pp | 148.84%-126.2pp |
| Employer contribution / active EE | $596 | $2,811-78.8% | $2,427-75.4% | $4,248-86.0% |
| Participant deferral / active EE | $907 | $4,623-80.4% | $4,115-77.9% | $6,531-86.1% |
| Admin fee / account holder | $91 | $12,126-99.2% | $10,320-99.1% | $14,480-99.4% |