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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 | $11,514 | $92,219-87.5% | $76,767-85.0% | $135,380-91.5% |
| Participation rate | 95.2% | 79.8%+15.5pp | 77.0%+18.3pp | 82.6%+12.6pp |
| Annual return | -0.56% | 5.46%-6.0pp | 2.43%-3.0pp | 519.81%-520.4pp |
| Employer contribution / active EE | $1,190 | $3,216-63.0% | $2,485-52.1% | $4,779-75.1% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $201 | $10,749-98.1% | $6,675-97.0% | $10,828-98.1% |