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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 | $13,920 | $86,701-83.9% | $73,309-81.0% | $125,389-88.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.39% | 2.78%-5.2pp | 5.67%-8.1pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $906 | $5,549-83.7% | $4,991-81.8% | $5,352-83.1% |
| Admin fee / account holder | $175 | $7,768-97.7% | $5,635-96.9% | $9,541-98.2% |