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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 | $9,771 | $162,136-94.0% | $152,301-93.6% | $154,746-93.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.75% | 91.02%-71.3pp | 80.50%-60.7pp | 172.34%-152.6pp |
| Employer contribution / active EE | $2,502 | $4,890-48.8% | $4,624-45.9% | $4,379-42.9% |
| Participant deferral / active EE | $2,599 | $8,341-68.8% | $8,004-67.5% | $6,730-61.4% |
| Admin fee / account holder | $43 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |