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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 | $12,743 | $87,546-85.4% | $75,784-83.2% | $125,389-89.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.98% | 13.49%-15.5pp | 9.68%-11.7pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,653 | $3,930-57.9% | $3,323-50.3% | $4,866-66.0% |
| Participant deferral / active EE | $400 | $4,230-90.5% | $3,652-89.0% | $5,352-92.5% |
| Admin fee / account holder | $205 | $6,503-96.8% | $5,300-96.1% | $9,541-97.9% |