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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 | $8,604 | $133,998-93.6% | $112,263-92.3% | $134,545-93.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -15.20% | 47.17%-62.4pp | 27.49%-42.7pp | 418.37%-433.6pp |
| Employer contribution / active EE | $2,802 | $4,040-30.7% | $3,636-23.0% | $4,742-40.9% |
| Participant deferral / active EE | $300 | $5,292-94.3% | $4,729-93.7% | $6,401-95.3% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |