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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 | $13,899 | $127,387-89.1% | $115,038-87.9% | $125,389-88.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.50% | 31.28%-30.8pp | 26.14%-25.6pp | 282.24%-281.7pp |
| Employer contribution / active EE | $2,169 | $5,166-58.0% | $4,608-52.9% | $4,866-55.4% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $21 | $9,516-99.8% | $8,175-99.7% | $9,541-99.8% |