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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 | $13,352 | $158,852-91.6% | $121,220-89.0% | $135,380-90.1% |
| Participation rate | 70.0% | 79.3%-9.3pp | 71.8%-1.8pp | 82.6%-12.6pp |
| Annual return | 0.04% | -0.64%+0.7pp | 16.94%-16.9pp | 519.81%-519.8pp |
| Employer contribution / active EE | $5,168 | $5,666-8.8% | $4,023+28.5% | $4,779+8.1% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |