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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 | $2,397 | $167,362-98.6% | $143,799-98.3% | $134,532-98.2% |
| Participation rate | 88.2% | 84.8%+3.4pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -19.08% | 0.47%-19.6pp | -0.04%-19.0pp | 418.27%-437.3pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,176 | $6,447-81.8% | $5,638-79.1% | $6,401-81.6% |
| Admin fee / account holder | $68 | $18,094-99.6% | $14,677-99.5% | $11,429-99.4% |