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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 | $46,362 | $281,394-83.5% | $270,125-82.8% | $350,051-86.8% |
| Participation rate | 100.0% | 44.3%+55.7pp | 35.7%+64.3pp | 44.5%+55.5pp |
| Annual return | -0.55% | -41.92%+41.4pp | -38.86%+38.3pp | -14.65%+14.1pp |
| Employer contribution / active EE | $49,182 | $40,095+22.7% | $37,752+30.3% | $46,321+6.2% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $130 | $15,763-99.2% | $16,942-99.2% | $14,582-99.1% |