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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 | $9,848 | $142,409-93.1% | $119,634-91.8% | $134,545-92.7% |
| Participation rate | 91.7% | 82.8%+8.8pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -13.51% | -12.46%-1.1pp | -14.98%+1.5pp | 418.37%-431.9pp |
| Employer contribution / active EE | $9,086 | $5,224+73.9% | $4,232+114.7% | $4,742+91.6% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $64 | $13,594-99.5% | $10,329-99.4% | $11,431-99.4% |