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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 | $8,469 | $142,358-94.1% | $119,615-92.9% | $134,493-93.7% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.01%-418.0pp |
| Employer contribution / active EE | $8,178 | $5,223+56.6% | $4,232+93.2% | $4,740+72.5% |
| Participant deferral / active EE | $476 | $6,470-92.6% | $5,602-91.5% | $6,400-92.6% |
| Admin fee / account holder | $3 | $13,585-100.0% | $10,324-100.0% | $11,425-100.0% |