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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 | $18,617 | $201,372-90.8% | $184,260-89.9% | $145,884-87.2% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 14.99% | 29.04%-14.1pp | 28.84%-13.9pp | 551.85%-536.9pp |
| Employer contribution / active EE | $1,808 | $7,024-74.3% | $6,427-71.9% | $4,662-61.2% |
| Participant deferral / active EE | $2,936 | $9,808-70.1% | $9,133-67.8% | $6,690-56.1% |
| Admin fee / account holder | $257 | $16,362-98.4% | $13,898-98.2% | $13,392-98.1% |