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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 | $11,673 | $82,678-85.9% | $125,391-90.7% | $68,490-83.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.63% | -5.97%-6.7pp | 572.41%-585.0pp | -7.85%-4.8pp |
| Employer contribution / active EE | $5,657 | $3,382+67.2% | $4,816+17.5% | $2,597+117.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $45 | $6,277-99.3% | $10,009-99.6% | $5,403-99.2% |