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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 | $15,057 | $167,353-91.0% | $143,797-89.5% | $134,545-88.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -19.58% | 0.48%-20.1pp | -0.04%-19.5pp | 418.37%-438.0pp |
| Employer contribution / active EE | $1,712 | $5,620-69.5% | $4,952-65.4% | $4,742-63.9% |
| Participant deferral / active EE | $2,041 | $6,447-68.3% | $5,638-63.8% | $6,401-68.1% |
| Admin fee / account holder | $17 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |