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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 | $13,635 | $167,504-91.9% | $151,628-91.0% | $134,509-89.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.45% | 7.81%-20.3pp | 3.34%-15.8pp | 418.13%-430.6pp |
| Employer contribution / active EE | $2,853 | $6,828-58.2% | $6,165-53.7% | $4,741-39.8% |
| Participant deferral / active EE | $2,674 | $8,985-70.2% | $8,363-68.0% | $6,400-58.2% |
| Admin fee / account holder | $203 | $13,779-98.5% | $11,613-98.3% | $11,427-98.2% |