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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 | $13,532 | $92,219-85.3% | $76,767-82.4% | $135,380-90.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.37% | 5.46%-9.8pp | 2.43%-6.8pp | 519.81%-524.2pp |
| Employer contribution / active EE | $8,750 | $3,216+172.1% | $2,485+252.1% | $4,779+83.1% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |