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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 | $7,080 | $167,353-95.8% | $143,797-95.1% | $134,545-94.7% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -4.52% | 0.48%-5.0pp | -0.04%-4.5pp | 418.37%-422.9pp |
| Employer contribution / active EE | $1,609 | $5,620-71.4% | $4,952-67.5% | $4,742-66.1% |
| Participant deferral / active EE | $715 | $6,447-88.9% | $5,638-87.3% | $6,401-88.8% |
| Admin fee / account holder | $91 | $18,096-99.5% | $14,679-99.4% | $11,431-99.2% |