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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 | $14,630 | $167,362-91.3% | $143,799-89.8% | $134,532-89.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.08% | 0.47%-11.6pp | -0.04%-11.0pp | 418.27%-429.3pp |
| Employer contribution / active EE | $1,378 | $5,620-75.5% | $4,952-72.2% | $4,741-70.9% |
| Participant deferral / active EE | $1,497 | $6,447-76.8% | $5,638-73.4% | $6,401-76.6% |
| Admin fee / account holder | $41 | $18,094-99.8% | $14,677-99.7% | $11,429-99.6% |