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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 | $6,880 | $69,541-90.1% | $59,899-88.5% | $135,380-94.9% |
| Participation rate | 73.3% | 77.8%-4.5pp | 74.7%-1.4pp | 82.6%-9.3pp |
| Annual return | -4.33% | 7.95%-12.3pp | 3.46%-7.8pp | 519.81%-524.1pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $297 | $4,206-92.9% | $3,402-91.3% | $5,609-94.7% |
| Admin fee / account holder | $17 | $5,737-99.7% | $3,592-99.5% | $10,828-99.8% |