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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 | $2,858 | $95,917-97.0% | $79,583-96.4% | $134,545-97.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.92% | -2.70%-13.2pp | 0.16%-16.1pp | 418.37%-434.3pp |
| Employer contribution / active EE | $1,847 | $3,129-41.0% | $2,414-23.5% | $4,742-61.1% |
| Participant deferral / active EE | $651 | $4,694-86.1% | $3,986-83.7% | $6,401-89.8% |
| Admin fee / account holder | $57 | $9,132-99.4% | $6,835-99.2% | $11,431-99.5% |