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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 | $13,856 | $167,353-91.7% | $143,797-90.4% | $134,545-89.7% |
| Participation rate | 95.5% | 84.8%+10.6pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -13.73% | 0.48%-14.2pp | -0.04%-13.7pp | 418.37%-432.1pp |
| Employer contribution / active EE | $1,557 | $5,620-72.3% | $4,952-68.6% | $4,742-67.2% |
| Participant deferral / active EE | $1,233 | $6,447-80.9% | $5,638-78.1% | $6,401-80.7% |
| Admin fee / account holder | $184 | $18,096-99.0% | $14,679-98.7% | $11,431-98.4% |