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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 | $10,876 | $124,213-91.2% | $118,106-90.8% | $154,746-93.0% |
| Participation rate | 77.8% | 83.6%-5.8pp | 81.9%-4.1pp | 80.7%-2.9pp |
| Annual return | 27.24% | 18.29%+8.9pp | 19.44%+7.8pp | 172.34%-145.1pp |
| Employer contribution / active EE | $1,602 | $4,905-67.3% | $4,698-65.9% | $4,379-63.4% |
| Participant deferral / active EE | $2,136 | $6,859-68.9% | $6,619-67.7% | $6,730-68.3% |
| Admin fee / account holder | $170 | $9,627-98.2% | $8,973-98.1% | $14,365-98.8% |