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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 | $4,952 | $97,289-94.9% | $92,805-94.7% | $155,188-96.8% |
| Participation rate | 75.0% | 84.2%-9.2pp | 83.5%-8.5pp | 80.8%-5.8pp |
| Annual return | 29.08% | 29.03%0pp | 31.59%-2.5pp | 148.84%-119.8pp |
| Employer contribution / active EE | $1,400 | $3,632-61.4% | $3,424-59.1% | $4,248-67.0% |
| Participant deferral / active EE | $1,579 | $8,795-82.0% | $8,448-81.3% | $6,531-75.8% |
| Admin fee / account holder | $73 | $12,015-99.4% | $10,911-99.3% | $14,480-99.5% |