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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 | $7,879 | $87,542-91.0% | $75,782-89.6% | $125,393-93.7% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | -2.24% | 13.48%-15.7pp | 9.68%-11.9pp | 282.23%-284.5pp |
| Employer contribution / active EE | $2,392 | $3,930-39.1% | $3,323-28.0% | $4,866-50.9% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,351-100.0% |
| Admin fee / account holder | $73 | $6,502-98.9% | $5,300-98.6% | $9,541-99.2% |