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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 | $6,631 | $167,352-96.0% | $143,788-95.4% | $134,509-95.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.95% | 0.47%-8.4pp | -0.03%-7.9pp | 418.13%-426.1pp |
| Employer contribution / active EE | $5,146 | $5,620-8.4% | $4,952+3.9% | $4,741+8.5% |
| Participant deferral / active EE | $323 | $6,447-95.0% | $5,638-94.3% | $6,400-95.0% |
| Admin fee / account holder | $49 | $18,091-99.7% | $14,675-99.7% | $11,427-99.6% |