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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 | $15,010 | $82,674-81.8% | $125,363-88.0% | $68,495-78.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.29% | -5.97%-10.3pp | 572.15%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,053 | $3,382-39.3% | $4,815-57.4% | $2,596-20.9% |
| Participant deferral / active EE | $853 | $6,111-86.0% | $7,447-88.5% | $4,028-78.8% |
| Admin fee / account holder | $173 | $6,276-97.2% | $10,005-98.3% | $5,403-96.8% |