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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 | $14,047 | $155,555-91.0% | $146,866-90.4% | $155,188-90.9% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.5%-11.1pp | 80.8%-9.4pp |
| Annual return | 22.77% | 115.41%-92.6pp | 102.85%-80.1pp | 148.84%-126.1pp |
| Employer contribution / active EE | $1,608 | $4,647-65.4% | $4,425-63.7% | $4,248-62.1% |
| Participant deferral / active EE | $2,252 | $8,044-72.0% | $7,759-71.0% | $6,531-65.5% |
| Admin fee / account holder | $20 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |