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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 | $6,081 | $95,895-93.7% | $79,576-92.4% | $134,509-95.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.65% | -2.72%-13.9pp | 0.15%-16.8pp | 418.13%-434.8pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $932 | $4,693-80.1% | $3,985-76.6% | $6,400-85.4% |
| Admin fee / account holder | $70 | $9,129-99.2% | $6,834-99.0% | $11,427-99.4% |