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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 | $23,152 | $91,525-74.7% | $130,026-82.2% | $75,181-69.2% |
| Participation rate | 92.7% | 71.4%+21.2pp | 78.5%+14.2pp | 67.2%+25.5pp |
| Annual return | 22.66% | -631.40%+654.1pp | -137.26%+159.9pp | 160.69%-138.0pp |
| Employer contribution / active EE | $2,106 | $2,844-25.9% | $4,321-51.3% | $2,671-21.1% |
| Participant deferral / active EE | $0 | $4,342-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $117 | $6,778-98.3% | $10,608-98.9% | $5,650-97.9% |