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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 | $7,520 | $83,908-91.0% | $68,509-89.0% | $125,393-94.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.87% | 14.48%-16.3pp | 8.27%-10.1pp | 282.23%-284.1pp |
| Employer contribution / active EE | $2,157 | $3,031-28.8% | $2,278-5.3% | $4,866-55.7% |
| Participant deferral / active EE | $28 | $4,125-99.3% | $3,382-99.2% | $5,351-99.5% |
| Admin fee / account holder | $61 | $8,982-99.3% | $5,275-98.8% | $9,541-99.4% |