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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 | $4,435 | $167,362-97.3% | $143,799-96.9% | $134,532-96.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.30% | 0.47%-9.8pp | -0.04%-9.3pp | 418.27%-427.6pp |
| Employer contribution / active EE | $2,624 | $5,620-53.3% | $4,952-47.0% | $4,741-44.7% |
| Participant deferral / active EE | $515 | $6,447-92.0% | $5,638-90.9% | $6,401-92.0% |
| Admin fee / account holder | $58 | $18,094-99.7% | $14,677-99.6% | $11,429-99.5% |