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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 | $6,942 | $167,362-95.9% | $143,799-95.2% | $134,532-94.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.51% | 0.47%-13.0pp | -0.04%-12.5pp | 418.27%-430.8pp |
| Employer contribution / active EE | $1,645 | $5,620-70.7% | $4,952-66.8% | $4,741-65.3% |
| Participant deferral / active EE | $1,645 | $6,447-74.5% | $5,638-70.8% | $6,401-74.3% |
| Admin fee / account holder | $8 | $18,094-100.0% | $14,677-99.9% | $11,429-99.9% |