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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 | $25,648 | $169,587-84.9% | $157,466-83.7% | $233,076-89.0% |
| Participation rate | 100.0% | 34.7%+65.3pp | 11.9%+88.1pp | 46.4%+53.6pp |
| Annual return | -4.73% | -5.34%+0.6pp | 12.68%-17.4pp | -82.67%+77.9pp |
| Employer contribution / active EE | $14,667 | $31,322-53.2% | $22,860-35.8% | $43,771-66.5% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |