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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 | $4,402 | $167,362-97.4% | $143,799-96.9% | $134,532-96.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.14% | 0.47%-3.6pp | -0.04%-3.1pp | 418.27%-421.4pp |
| Employer contribution / active EE | $2,273 | $5,620-59.6% | $4,952-54.1% | $4,741-52.1% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $24 | $18,094-99.9% | $14,677-99.8% | $11,429-99.8% |