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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 | $9,821 | $52,306-81.2% | $69,779-85.9% | $62,881-84.4% |
| Participation rate | 79.3% | 67.2%+12.1pp | 71.8%+7.5pp | 69.3%+10.0pp |
| Annual return | 8.11% | 13.35%-5.2pp | 12.99%-4.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $339 | $1,799-81.2% | $2,338-85.5% | $2,281-85.2% |
| Participant deferral / active EE | $570 | $2,395-76.2% | $2,931-80.6% | $3,203-82.2% |
| Admin fee / account holder | $174 | $3,691-95.3% | $4,381-96.0% | $4,296-96.0% |