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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 | $8,484 | $91,037-90.7% | $71,671-88.2% | $147,586-94.3% |
| Participation rate | 76.5% | 76.1%+0.3pp | 68.7%+7.7pp | 82.8%-6.4pp |
| Annual return | 17.73% | 20.48%-2.7pp | 20.65%-2.9pp | 578.59%-560.9pp |
| Employer contribution / active EE | $774 | $3,327-76.8% | $2,460-68.6% | $4,876-84.1% |
| Participant deferral / active EE | $836 | $4,498-81.4% | $3,438-75.7% | $5,439-84.6% |
| Admin fee / account holder | $166 | $8,613-98.1% | $5,558-97.0% | $10,886-98.5% |