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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 | $21,276 | $30,120-29.4% | $298,592-92.9% | $105,125-79.8% |
| Participation rate | 100.0% | 40.0%+60.0pp | 44.5%+55.5pp | 14.6%+85.4pp |
| Annual return | -3.59% | -3.47%-0.1pp | -0.25%-3.3pp | 10.56%-14.1pp |
| Employer contribution / active EE | $6,509 | $12,028-45.9% | $39,776-83.6% | $13,643-52.3% |
| Participant deferral / active EE | $0 | $0 | $0-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $158-100.0% | $18,607-100.0% | $3,354-100.0% |