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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 | $15,778 | $142,409-88.9% | $119,634-86.8% | $134,545-88.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.59% | -12.46%-3.1pp | -14.98%-0.6pp | 418.37%-434.0pp |
| Employer contribution / active EE | $6,163 | $5,224+18.0% | $4,232+45.6% | $4,742+30.0% |
| Participant deferral / active EE | $1,864 | $6,468-71.2% | $5,601-66.7% | $6,401-70.9% |
| Admin fee / account holder | $85 | $13,594-99.4% | $10,329-99.2% | $11,431-99.3% |