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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 | $302 | $46,697-99.4% | $117,529-99.7% | $68,490-99.6% |
| Participation rate | 79.4% | 56.8%+22.6pp | 70.6%+8.8pp | 67.9%+11.5pp |
| Annual return | -19.07% | -14.52%-4.6pp | 29.77%-48.8pp | -7.85%-11.2pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $338 | $2,637-87.2% | $4,072-91.7% | $4,028-91.6% |
| Admin fee / account holder | $20 | $4,023-99.5% | $5,645-99.7% | $5,403-99.6% |