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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 | $5,644 | $167,352-96.6% | $143,788-96.1% | $134,509-95.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.98% | 0.47%-16.4pp | -0.03%-15.9pp | 418.13%-434.1pp |
| Employer contribution / active EE | $1,306 | $5,620-76.8% | $4,952-73.6% | $4,741-72.5% |
| Participant deferral / active EE | $1,471 | $6,447-77.2% | $5,638-73.9% | $6,400-77.0% |
| Admin fee / account holder | $65 | $18,091-99.6% | $14,675-99.6% | $11,427-99.4% |