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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 | $7,377 | $167,353-95.6% | $143,797-94.9% | $134,545-94.5% |
| Participation rate | 95.0% | 84.8%+10.2pp | 80.3%+14.7pp | 81.2%+13.8pp |
| Annual return | -12.19% | 0.48%-12.7pp | -0.04%-12.2pp | 418.37%-430.6pp |
| Employer contribution / active EE | $1,267 | $5,620-77.5% | $4,952-74.4% | $4,742-73.3% |
| Participant deferral / active EE | $396 | $6,447-93.9% | $5,638-93.0% | $6,401-93.8% |
| Admin fee / account holder | $164 | $18,096-99.1% | $14,679-98.9% | $11,431-98.6% |