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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 | $3,367 | $140,578-97.6% | $100,671-96.7% | $125,388-97.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -0.24% | 24.67%-24.9pp | 20.43%-20.7pp | 282.24%-282.5pp |
| Employer contribution / active EE | $860 | $5,965-85.6% | $4,012-78.6% | $4,866-82.3% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $204 | $6,716-97.0% | $4,850-95.8% | $9,541-97.9% |