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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 | $14,534 | $57,352-74.7% | $83,830-82.7% | $64,173-77.4% |
| Participation rate | 96.9% | 68.6%+28.3pp | 76.1%+20.7pp | 69.6%+27.3pp |
| Annual return | -4.05% | 11.38%-15.4pp | 850.97%-855.0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,344 | $2,546-7.9% | $3,631-35.5% | $2,381-1.6% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $223 | $4,046-94.5% | $5,479-95.9% | $4,887-95.4% |