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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 | $8,910 | $75,832-88.2% | $147,617-94.0% | $59,633-85.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.80% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $1,012 | $3,485-70.9% | $5,564-81.8% | $2,203-54.0% |
| Participant deferral / active EE | $752 | $3,131-76.0% | $4,895-84.6% | $3,192-76.4% |
| Admin fee / account holder | $287 | $5,986-95.2% | $11,612-97.5% | $4,297-93.3% |