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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 | $3,434 | $91,911-96.3% | $68,612-95.0% | $135,380-97.5% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -5.64% | -8.22%+2.6pp | -4.63%-1.0pp | 519.81%-525.4pp |
| Employer contribution / active EE | $2,056 | $3,924-47.6% | $2,625-21.7% | $4,779-57.0% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $21 | $9,240-99.8% | $5,131-99.6% | $10,828-99.8% |