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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 | $15,482 | $167,323-90.7% | $143,770-89.2% | $134,493-88.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.17% | 0.47%-14.6pp | -0.04%-14.1pp | 418.01%-432.2pp |
| Employer contribution / active EE | $4,654 | $5,619-17.2% | $4,951-6.0% | $4,740-1.8% |
| Participant deferral / active EE | $1,393 | $6,446-78.4% | $5,638-75.3% | $6,400-78.2% |
| Admin fee / account holder | $99 | $18,088-99.5% | $14,673-99.3% | $11,425-99.1% |