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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 | $16,938 | $167,353-89.9% | $143,797-88.2% | $134,545-87.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -13.07% | 0.48%-13.5pp | -0.04%-13.0pp | 418.37%-431.4pp |
| Employer contribution / active EE | $5,121 | $5,620-8.9% | $4,952+3.4% | $4,742+8.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $77 | $18,096-99.6% | $14,679-99.5% | $11,431-99.3% |