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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 | $2,496 | $54,162-95.4% | $68,612-96.4% | $64,173-96.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -3.06% | -1.62%-1.4pp | -4.63%+1.6pp | 7.63%-10.7pp |
| Employer contribution / active EE | $624 | $1,846-66.2% | $2,625-76.2% | $2,381-73.8% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $117 | $4,029-97.1% | $5,131-97.7% | $4,887-97.6% |