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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 | $14,787 | $167,353-91.2% | $143,797-89.7% | $134,545-89.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -17.72% | 0.48%-18.2pp | -0.04%-17.7pp | 418.37%-436.1pp |
| Employer contribution / active EE | $2,661 | $5,620-52.7% | $4,952-46.3% | $4,742-43.9% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $123 | $18,096-99.3% | $14,679-99.2% | $11,431-98.9% |