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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 | $15,786 | $81,870-80.7% | $119,634-86.8% | $68,490-77.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -18.17% | -23.82%+5.6pp | -14.98%-3.2pp | -7.85%-10.3pp |
| Employer contribution / active EE | $1,380 | $2,692-48.7% | $4,232-67.4% | $2,597-46.9% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $171 | $6,583-97.4% | $10,329-98.3% | $5,403-96.8% |