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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 | $10,778 | $100,811-89.3% | $86,698-87.6% | $134,545-92.0% |
| Participation rate | 88.2% | 79.0%+9.3pp | 76.6%+11.6pp | 81.2%+7.0pp |
| Annual return | -0.77% | 29.11%-29.9pp | 35.96%-36.7pp | 418.37%-419.1pp |
| Employer contribution / active EE | $3,440 | $3,490-1.4% | $2,837+21.3% | $4,742-27.4% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $32 | $10,926-99.7% | $7,492-99.6% | $11,431-99.7% |