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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 | $14,381 | $167,353-91.4% | $143,797-90.0% | $134,545-89.3% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.3pp | 81.2%+10.4pp |
| Annual return | -15.06% | 0.48%-15.5pp | -0.04%-15.0pp | 418.37%-433.4pp |
| Employer contribution / active EE | $6,786 | $5,620+20.7% | $4,952+37.0% | $4,742+43.1% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $200 | $18,096-98.9% | $14,679-98.6% | $11,431-98.3% |