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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 | $14,121 | $107,809-86.9% | $90,657-84.4% | $135,380-89.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -3.68% | -0.90%-2.8pp | 1.89%-5.6pp | 519.81%-523.5pp |
| Employer contribution / active EE | $3,365 | $3,018+11.5% | $2,532+32.9% | $4,779-29.6% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $160 | $5,931-97.3% | $4,994-96.8% | $10,828-98.5% |