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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 | $9,159 | $142,392-93.6% | $119,622-92.3% | $134,532-93.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.13% | -12.46%+0.3pp | -14.98%+2.8pp | 418.27%-430.4pp |
| Employer contribution / active EE | $3,776 | $5,224-27.7% | $4,232-10.8% | $4,741-20.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $47 | $13,593-99.7% | $10,328-99.5% | $11,429-99.6% |