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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 | $72,288 | $187,247-61.4% | $164,721-56.1% | $350,051-79.3% |
| Participation rate | 100.0% | 44.0%+56.0pp | 21.0%+79.0pp | 44.5%+55.5pp |
| Annual return | -9.07% | -5.84%-3.2pp | -5.85%-3.2pp | -14.65%+5.6pp |
| Employer contribution / active EE | $18,000 | $39,394-54.3% | $31,839-43.5% | $46,321-61.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,070-100.0% | $1,000-100.0% | $14,582-100.0% |