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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 | $15,247 | $167,522-90.9% | $151,639-89.9% | $134,532-88.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.51% | 7.81%-25.3pp | 3.34%-20.9pp | 418.27%-435.8pp |
| Employer contribution / active EE | $2,145 | $6,828-68.6% | $6,165-65.2% | $4,741-54.8% |
| Participant deferral / active EE | $2,487 | $8,986-72.3% | $8,363-70.3% | $6,401-61.2% |
| Admin fee / account holder | $260 | $13,780-98.1% | $11,613-97.8% | $11,429-97.7% |