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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 | $14,324 | $100,805-85.8% | $86,698-83.5% | $134,532-89.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -1.31% | 29.09%-30.4pp | 35.95%-37.3pp | 418.27%-419.6pp |
| Employer contribution / active EE | $7,516 | $3,490+115.4% | $2,837+164.9% | $4,741+58.5% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $19 | $10,925-99.8% | $7,493-99.7% | $11,429-99.8% |