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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 | $18,882 | $142,392-86.7% | $119,622-84.2% | $134,532-86.0% |
| Participation rate | 82.4% | 82.8%-0.5pp | 79.3%+3.1pp | 81.2%+1.1pp |
| Annual return | -4.09% | -12.46%+8.4pp | -14.98%+10.9pp | 418.27%-422.4pp |
| Employer contribution / active EE | $7,196 | $5,224+37.7% | $4,232+70.0% | $4,741+51.8% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $87 | $13,593-99.4% | $10,328-99.2% | $11,429-99.2% |