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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 | $13,417 | $113,941-88.2% | $94,229-85.8% | $125,389-89.3% |
| Participation rate | 80.0% | 82.9%-2.9pp | 78.8%+1.2pp | 83.2%-3.2pp |
| Annual return | -1.17% | 5.29%-6.5pp | 10.68%-11.9pp | 282.24%-283.4pp |
| Employer contribution / active EE | $880 | $4,727-81.4% | $3,587-75.5% | $4,866-81.9% |
| Participant deferral / active EE | $880 | $5,179-83.0% | $4,320-79.6% | $5,352-83.6% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |