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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 | $16,724 | $127,387-86.9% | $115,038-85.5% | $125,389-86.7% |
| Participation rate | 84.2% | 84.2%+0.1pp | 81.4%+2.8pp | 83.2%+1.0pp |
| Annual return | -2.82% | 31.28%-34.1pp | 26.14%-29.0pp | 282.24%-285.1pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $602 | $6,423-90.6% | $6,026-90.0% | $5,352-88.7% |
| Admin fee / account holder | $208 | $9,516-97.8% | $8,175-97.5% | $9,541-97.8% |