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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 | $11,178 | $131,835-91.5% | $108,582-89.7% | $273,972-95.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.47% | -91.57%+102.0pp | -51.70%+62.2pp | 41.46%-31.0pp |
| Employer contribution / active EE | $931 | $4,913-81.0% | $3,758-75.2% | $4,869-80.9% |
| Participant deferral / active EE | $1,106 | $5,127-78.4% | $4,311-74.4% | $5,287-79.1% |
| Admin fee / account holder | $298 | $10,253-97.1% | $7,645-96.1% | $10,133-97.1% |