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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 | $17,463 | $167,353-89.6% | $143,797-87.9% | $134,545-87.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.18% | 0.48%-15.7pp | -0.04%-15.1pp | 418.37%-433.6pp |
| Employer contribution / active EE | $10,283 | $5,620+83.0% | $4,952+107.6% | $4,742+116.9% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $198 | $18,096-98.9% | $14,679-98.7% | $11,431-98.3% |