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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 | $13,268 | $142,358-90.7% | $119,615-88.9% | $134,493-90.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.17% | -12.46%-0.7pp | -14.98%+1.8pp | 418.01%-431.2pp |
| Employer contribution / active EE | $2,519 | $5,223-51.8% | $4,232-40.5% | $4,740-46.9% |
| Participant deferral / active EE | $0 | $6,470-100.0% | $5,602-100.0% | $6,400-100.0% |
| Admin fee / account holder | $282 | $13,585-97.9% | $10,324-97.3% | $11,425-97.5% |