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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 | $1,702 | $57,140-97.0% | $85,240-98.0% | $80,959-97.9% |
| Participation rate | 82.1% | 56.4%+25.7pp | 67.5%+14.6pp | 67.7%+14.5pp |
| Annual return | 22.62% | 21.71%+0.9pp | 66.75%-44.1pp | 35.67%-13.0pp |
| Employer contribution / active EE | $566 | $1,802-68.6% | $2,735-79.3% | $2,757-79.5% |
| Participant deferral / active EE | $663 | $3,115-78.7% | $4,527-85.4% | $4,300-84.6% |
| Admin fee / account holder | $10 | $4,992-99.8% | $6,165-99.8% | $6,925-99.9% |