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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 | $12,859 | $167,353-92.3% | $143,797-91.1% | $134,545-90.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -18.11% | 0.48%-18.6pp | -0.04%-18.1pp | 418.37%-436.5pp |
| Employer contribution / active EE | $3,925 | $5,620-30.2% | $4,952-20.7% | $4,742-17.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $20 | $18,096-99.9% | $14,679-99.9% | $11,431-99.8% |