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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 | $15,127 | $167,352-91.0% | $143,788-89.5% | $134,509-88.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.45% | 0.47%-7.9pp | -0.03%-7.4pp | 418.13%-425.6pp |
| Employer contribution / active EE | $7,186 | $5,620+27.9% | $4,952+45.1% | $4,741+51.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $59 | $18,091-99.7% | $14,675-99.6% | $11,427-99.5% |