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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 | $25,152 | $131,835-80.9% | $108,582-76.8% | $273,972-90.8% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.6%-6.8pp | 83.0%-10.3pp |
| Annual return | 6.49% | -91.57%+98.1pp | -51.70%+58.2pp | 41.46%-35.0pp |
| Employer contribution / active EE | $873 | $4,913-82.2% | $3,758-76.8% | $4,869-82.1% |
| Participant deferral / active EE | $873 | $5,127-83.0% | $4,311-79.7% | $5,287-83.5% |
| Admin fee / account holder | $163 | $10,253-98.4% | $7,645-97.9% | $10,133-98.4% |