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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 | $18,363 | $167,362-89.0% | $143,799-87.2% | $134,532-86.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.14% | 0.47%-12.6pp | -0.04%-12.1pp | 418.27%-430.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $665 | $6,447-89.7% | $5,638-88.2% | $6,401-89.6% |
| Admin fee / account holder | $132 | $18,094-99.3% | $14,677-99.1% | $11,429-98.8% |