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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 | $12,534 | $127,096-90.1% | $105,736-88.1% | $135,380-90.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 76.3%+7.0pp | 82.6%+0.7pp |
| Annual return | -6.16% | 4.49%-10.7pp | 6.27%-12.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $1,097 | $4,107-73.3% | $3,268-66.4% | $4,779-77.0% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |