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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 | $27,865 | $45,108-38.2% | $436,953-93.6% | $105,125-73.5% |
| Participation rate | 100.0% | 41.3%+58.7pp | 44.2%+55.8pp | 14.6%+85.4pp |
| Annual return | 0.98% | -2.89%+3.9pp | -102.04%+103.0pp | 10.56%-9.6pp |
| Employer contribution / active EE | $13,148 | $14,715-10.6% | $36,232-63.7% | $13,643-3.6% |
| Participant deferral / active EE | $0 | $46-100.0% | $48-100.0% | $62-100.0% |
| Admin fee / account holder | $138 | $2,952-95.3% | $12,721-98.9% | $3,354-95.9% |