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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 | $9,776 | $135,645-92.8% | $110,243-91.1% | $135,380-92.8% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | 0.94% | 513.24%-512.3pp | 314.76%-313.8pp | 519.81%-518.9pp |
| Employer contribution / active EE | $2,585 | $4,907-47.3% | $3,827-32.5% | $4,779-45.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $298 | $11,458-97.4% | $8,548-96.5% | $10,828-97.2% |