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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 | $5,345 | $73,009-92.7% | $90,760-94.1% | $68,486-92.2% |
| Participation rate | 77.1% | 70.8%+6.3pp | 75.7%+1.4pp | 67.9%+9.2pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $4,265 | $2,193+94.5% | $2,922+46.0% | $2,597+64.3% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,896-100.0% | $8,444-100.0% | $5,404-100.0% |