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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 | $178,758 | $389,628-54.1% | $325,506-45.1% | $428,746-58.3% |
| Participation rate | 100.0% | 91.7%+8.3pp | 83.1%+16.9pp | 88.2%+11.8pp |
| Annual return | 11.58% | 2.73%+8.8pp | 4.91%+6.7pp | 331.92%-320.3pp |
| Employer contribution / active EE | $3,889 | $5,530-29.7% | $4,786-18.7% | $8,363-53.5% |
| Participant deferral / active EE | $3,598 | $4,466-19.4% | $3,804-5.4% | $5,961-39.6% |
| Admin fee / account holder | $9 | $11,063-99.9% | $10,490-99.9% | $31,735-100.0% |