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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 | $13,973 | $142,392-90.2% | $119,622-88.3% | $134,532-89.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.15% | -12.46%+1.3pp | -14.98%+3.8pp | 418.27%-429.4pp |
| Employer contribution / active EE | $3,775 | $5,224-27.7% | $4,232-10.8% | $4,741-20.4% |
| Participant deferral / active EE | $1,216 | $6,467-81.2% | $5,601-78.3% | $6,401-81.0% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |