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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 | $13,575 | $140,592-90.3% | $123,105-89.0% | $125,389-89.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.43% | 16.80%-17.2pp | 13.22%-13.6pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,383 | $6,041-77.1% | $5,151-73.1% | $4,866-71.6% |
| Participant deferral / active EE | $1,601 | $6,980-77.1% | $6,229-74.3% | $5,352-70.1% |
| Admin fee / account holder | $243 | $11,198-97.8% | $9,014-97.3% | $9,541-97.5% |