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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 | $13,418 | $167,352-92.0% | $143,788-90.7% | $134,509-90.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.14% | 0.47%-19.6pp | -0.03%-19.1pp | 418.13%-437.3pp |
| Employer contribution / active EE | $2,038 | $5,620-63.7% | $4,952-58.9% | $4,741-57.0% |
| Participant deferral / active EE | $1,381 | $6,447-78.6% | $5,638-75.5% | $6,400-78.4% |
| Admin fee / account holder | $142 | $18,091-99.2% | $14,675-99.0% | $11,427-98.8% |