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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 | $2,479 | $45,872-94.6% | $77,100-96.8% | $68,490-96.4% |
| Participation rate | 98.1% | 55.9%+42.2pp | 67.9%+30.2pp | 67.9%+30.2pp |
| Annual return | -16.88% | 1.73%-18.6pp | 42.35%-59.2pp | -7.85%-9.0pp |
| Employer contribution / active EE | $1,231 | $1,650-25.4% | $2,815-56.3% | $2,597-52.6% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $192 | $3,041-93.7% | $5,443-96.5% | $5,403-96.5% |