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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 | $14,084 | $211,946-93.4% | $169,452-91.7% | $135,379-89.6% |
| Participation rate | 92.3% | 82.6%+9.7pp | 77.8%+14.5pp | 82.6%+9.7pp |
| Annual return | -5.82% | 3.26%-9.1pp | 1.83%-7.7pp | 519.79%-525.6pp |
| Employer contribution / active EE | $1,140 | $5,117-77.7% | $4,157-72.6% | $4,779-76.1% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $43 | $11,472-99.6% | $9,110-99.5% | $10,828-99.6% |