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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 | $2,622 | $167,362-98.4% | $143,799-98.2% | $134,532-98.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -11.88% | 0.47%-12.4pp | -0.04%-11.8pp | 418.27%-430.1pp |
| Employer contribution / active EE | $2,016 | $5,620-64.1% | $4,952-59.3% | $4,741-57.5% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $24 | $18,094-99.9% | $14,677-99.8% | $11,429-99.8% |