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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 | $14,894 | $330,596-95.5% | $328,982-95.5% | $270,507-94.5% |
| Participation rate | 100.0% | 97.9%+2.1pp | 97.9%+2.1pp | 93.5%+6.5pp |
| Annual return | -5.38% | -3.71%-1.7pp | -3.64%-1.7pp | -4.71%-0.7pp |
| Employer contribution / active EE | $5,318 | $31,783-83.3% | $32,630-83.7% | $25,782-79.4% |
| Participant deferral / active EE | $0 | $7,016-100.0% | $6,765-100.0% | $5,950-100.0% |
| Admin fee / account holder | $96 | $11,978-99.2% | $11,978-99.2% | $10,647-99.1% |