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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 | $7,793 | $64,311-87.9% | $57,356-86.4% | $125,389-93.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.07% | 25.14%-26.2pp | 24.41%-25.5pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,132 | $3,193-64.5% | $2,689-57.9% | $4,866-76.7% |
| Participant deferral / active EE | $247 | $3,846-93.6% | $3,162-92.2% | $5,352-95.4% |
| Admin fee / account holder | $30 | $5,243-99.4% | $3,357-99.1% | $9,541-99.7% |