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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 | $4,731 | $73,863-93.6% | $143,797-96.7% | $68,490-93.1% |
| Participation rate | 95.7% | 66.7%+29.0pp | 80.3%+15.3pp | 67.9%+27.8pp |
| Annual return | -18.49% | 0.91%-19.4pp | -0.04%-18.4pp | -7.85%-10.6pp |
| Employer contribution / active EE | $1,304 | $3,185-59.0% | $4,952-73.7% | $2,597-49.8% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $29 | $5,756-99.5% | $14,679-99.8% | $5,403-99.5% |