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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 | $17,144 | $211,946-91.9% | $169,452-89.9% | $135,380-87.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -1.46% | 3.26%-4.7pp | 1.83%-3.3pp | 519.81%-521.3pp |
| Employer contribution / active EE | $8,588 | $5,117+67.8% | $4,157+106.6% | $4,779+79.7% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6 | $11,472-99.9% | $9,110-99.9% | $10,828-99.9% |