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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 | $5,414 | $113,941-95.2% | $94,229-94.3% | $125,389-95.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.35% | 5.29%-8.6pp | 10.68%-14.0pp | 282.24%-285.6pp |
| Employer contribution / active EE | $2,763 | $4,727-41.6% | $3,587-23.0% | $4,866-43.2% |
| Participant deferral / active EE | $709 | $5,179-86.3% | $4,320-83.6% | $5,352-86.7% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |