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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 | $12,135 | $75,832-84.0% | $147,617-91.8% | $59,633-79.7% |
| Participation rate | 86.1% | 71.6%+14.5pp | 84.6%+1.5pp | 68.7%+17.4pp |
| Annual return | -0.91% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $1,900 | $3,485-45.5% | $5,564-65.8% | $2,203-13.7% |
| Participant deferral / active EE | $356 | $3,131-88.6% | $4,895-92.7% | $3,192-88.8% |
| Admin fee / account holder | $78 | $5,986-98.7% | $11,612-99.3% | $4,297-98.2% |