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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 | $2,393 | $69,977-96.6% | $108,582-97.8% | $62,881-96.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 7.82% | 10.73%-2.9pp | -51.70%+59.5pp | 20.14%-12.3pp |
| Employer contribution / active EE | $671 | $2,135-68.6% | $3,758-82.2% | $2,281-70.6% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $18 | $5,076-99.6% | $7,645-99.8% | $4,296-99.6% |