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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 | $15,317 | $167,353-90.8% | $143,797-89.3% | $134,545-88.6% |
| Participation rate | 94.4% | 84.8%+9.6pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -2.68% | 0.48%-3.2pp | -0.04%-2.6pp | 418.37%-421.1pp |
| Employer contribution / active EE | $2,924 | $5,620-48.0% | $4,952-41.0% | $4,742-38.3% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $65 | $18,096-99.6% | $14,679-99.6% | $11,431-99.4% |