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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 | $14,952 | $127,096-88.2% | $105,736-85.9% | $135,380-89.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.35% | 4.49%-11.8pp | 6.27%-13.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $15,661 | $4,107+281.3% | $3,268+379.2% | $4,779+227.7% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $94 | $9,087-99.0% | $6,913-98.6% | $10,828-99.1% |