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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 | $10,292 | $113,941-91.0% | $94,229-89.1% | $125,389-91.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.77% | 5.29%-7.1pp | 10.68%-12.5pp | 282.24%-284.0pp |
| Employer contribution / active EE | $7,629 | $4,727+61.4% | $3,587+112.7% | $4,866+56.8% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $15 | $8,392-99.8% | $6,269-99.8% | $9,541-99.8% |