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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 | $13,322 | $167,352-92.0% | $143,788-90.7% | $134,509-90.1% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -13.15% | 0.47%-13.6pp | -0.03%-13.1pp | 418.13%-431.3pp |
| Employer contribution / active EE | $2,695 | $5,620-52.0% | $4,952-45.6% | $4,741-43.1% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $59 | $18,091-99.7% | $14,675-99.6% | $11,427-99.5% |