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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 | $8,995 | $167,353-94.6% | $143,797-93.7% | $134,545-93.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.30% | 0.48%-3.8pp | -0.04%-3.3pp | 418.37%-421.7pp |
| Employer contribution / active EE | $4,513 | $5,620-19.7% | $4,952-8.9% | $4,742-4.8% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $74 | $18,096-99.6% | $14,679-99.5% | $11,431-99.4% |