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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 | $1,226 | $84,518-98.5% | $67,704-98.2% | $125,389-99.0% |
| Participation rate | 75.0% | 74.8%+0.2pp | 67.5%+7.5pp | 83.2%-8.2pp |
| Annual return | -2.43% | 2.57%-5.0pp | 25.41%-27.8pp | 282.24%-284.7pp |
| Employer contribution / active EE | $353 | $3,292-89.3% | $2,559-86.2% | $4,866-92.8% |
| Participant deferral / active EE | $401 | $4,430-90.9% | $3,585-88.8% | $5,352-92.5% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |