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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 | $5,330 | $100,811-94.7% | $86,698-93.9% | $134,545-96.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.00% | 29.11%-40.1pp | 35.96%-47.0pp | 418.37%-429.4pp |
| Employer contribution / active EE | $2,369 | $3,490-32.1% | $2,837-16.5% | $4,742-50.0% |
| Participant deferral / active EE | $1,115 | $5,339-79.1% | $4,656-76.1% | $6,401-82.6% |
| Admin fee / account holder | $14 | $10,926-99.9% | $7,492-99.8% | $11,431-99.9% |