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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 | $14,590 | $152,651-90.4% | $105,218-86.1% | $125,389-88.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.2%+22.8pp | 83.2%+16.8pp |
| Annual return | -1.06% | 8.24%-9.3pp | 5.33%-6.4pp | 282.24%-283.3pp |
| Employer contribution / active EE | $2,625 | $4,802-45.3% | $3,255-19.4% | $4,866-46.1% |
| Participant deferral / active EE | $542 | $6,660-91.9% | $4,867-88.9% | $5,352-89.9% |
| Admin fee / account holder | $101 | $14,248-99.3% | $6,992-98.6% | $9,541-98.9% |