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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 | $95,895-97.0% | $79,576-96.4% | $134,509-97.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.92% | -2.72%-13.2pp | 0.15%-16.1pp | 418.13%-434.1pp |
| Employer contribution / active EE | $1,847 | $3,128-41.0% | $2,413-23.5% | $4,741-61.0% |
| Participant deferral / active EE | $651 | $4,693-86.1% | $3,985-83.7% | $6,400-89.8% |
| Admin fee / account holder | $57 | $9,129-99.4% | $6,834-99.2% | $11,427-99.5% |