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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 | $14,321 | $155,555-90.8% | $146,866-90.2% | $155,188-90.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 20.33% | 115.41%-95.1pp | 102.85%-82.5pp | 148.84%-128.5pp |
| Employer contribution / active EE | $937 | $4,647-79.8% | $4,425-78.8% | $4,248-78.0% |
| Participant deferral / active EE | $1,983 | $8,044-75.4% | $7,759-74.4% | $6,531-69.6% |
| Admin fee / account holder | $12 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |