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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 | $12,362 | $167,353-92.6% | $143,797-91.4% | $134,545-90.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.35% | 0.48%-8.8pp | -0.04%-8.3pp | 418.37%-426.7pp |
| Employer contribution / active EE | $1,502 | $5,620-73.3% | $4,952-69.7% | $4,742-68.3% |
| Participant deferral / active EE | $478 | $6,447-92.6% | $5,638-91.5% | $6,401-92.5% |
| Admin fee / account holder | $41 | $18,096-99.8% | $14,679-99.7% | $11,431-99.6% |