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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 | $9,656 | $211,946-95.4% | $169,452-94.3% | $135,380-92.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.56% | 3.26%-8.8pp | 1.83%-7.4pp | 519.81%-525.4pp |
| Employer contribution / active EE | $5,391 | $5,117+5.3% | $4,157+29.7% | $4,779+12.8% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $289 | $11,472-97.5% | $9,110-96.8% | $10,828-97.3% |