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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 | $4,230 | $123,155-96.6% | $108,753-96.1% | $155,188-97.3% |
| Participation rate | 80.0% | 75.6%+4.4pp | 71.1%+8.9pp | 80.8%-0.8pp |
| Annual return | 18.19% | 44.73%-26.5pp | 37.47%-19.3pp | 148.84%-130.7pp |
| Employer contribution / active EE | $1,179 | $2,811-58.0% | $2,427-51.4% | $4,248-72.2% |
| Participant deferral / active EE | $1,037 | $4,623-77.6% | $4,115-74.8% | $6,531-84.1% |
| Admin fee / account holder | $294 | $12,126-97.6% | $10,320-97.2% | $14,480-98.0% |