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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 | $11,505 | $167,353-93.1% | $143,797-92.0% | $134,545-91.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.91% | 0.48%-19.4pp | -0.04%-18.9pp | 418.37%-437.3pp |
| Employer contribution / active EE | $1,610 | $5,620-71.4% | $4,952-67.5% | $4,742-66.0% |
| Participant deferral / active EE | $1,860 | $6,447-71.2% | $5,638-67.0% | $6,401-71.0% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |