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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 | $13,297 | $92,219-85.6% | $76,767-82.7% | $135,380-90.2% |
| Participation rate | 78.9% | 79.8%-0.8pp | 77.0%+2.0pp | 82.6%-3.7pp |
| Annual return | -2.90% | 5.46%-8.4pp | 2.43%-5.3pp | 519.81%-522.7pp |
| Employer contribution / active EE | $3,640 | $3,216+13.2% | $2,485+46.5% | $4,779-23.8% |
| Participant deferral / active EE | $146 | $4,508-96.8% | $3,852-96.2% | $5,609-97.4% |
| Admin fee / account holder | $85 | $10,749-99.2% | $6,675-98.7% | $10,828-99.2% |