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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 | $4,392 | $112,300-96.1% | $90,223-95.1% | $125,388-96.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -3.83% | -0.57%-3.3pp | 1.31%-5.1pp | 282.24%-286.1pp |
| Employer contribution / active EE | $1,376 | $5,181-73.4% | $4,378-68.6% | $4,866-71.7% |
| Participant deferral / active EE | $1,573 | $6,733-76.6% | $5,792-72.8% | $5,352-70.6% |
| Admin fee / account holder | $40 | $10,990-99.6% | $7,406-99.5% | $9,541-99.6% |