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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 | $10,868 | $64,729-83.2% | $112,263-90.3% | $68,490-84.1% |
| Participation rate | 82.5% | 67.2%+15.3pp | 75.1%+7.4pp | 67.9%+14.6pp |
| Annual return | -4.74% | -11.40%+6.7pp | 27.49%-32.2pp | -7.85%+3.1pp |
| Employer contribution / active EE | $2,344 | $2,746-14.6% | $3,636-35.5% | $2,597-9.7% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,222-100.0% | $6,410-100.0% | $5,403-100.0% |