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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 | $11,614 | $167,352-93.1% | $143,788-91.9% | $134,509-91.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -5.32% | 0.47%-5.8pp | -0.03%-5.3pp | 418.13%-423.5pp |
| Employer contribution / active EE | $6,000 | $5,620+6.8% | $4,952+21.2% | $4,741+26.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $61 | $18,091-99.7% | $14,675-99.6% | $11,427-99.5% |