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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 | $15,356 | $211,946-92.8% | $169,452-90.9% | $135,380-88.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.74% | 3.26%-9.0pp | 1.83%-7.6pp | 519.81%-525.5pp |
| Employer contribution / active EE | $3,622 | $5,117-29.2% | $4,157-12.9% | $4,779-24.2% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $210 | $11,472-98.2% | $9,110-97.7% | $10,828-98.1% |