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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 | $5,553 | $54,355-89.8% | $82,744-93.3% | $68,486-91.9% |
| Participation rate | 96.7% | 63.9%+32.7pp | 72.6%+24.1pp | 67.9%+28.8pp |
| Annual return | -15.40% | -13.67%-1.7pp | 702.22%-717.6pp | -7.85%-7.5pp |
| Employer contribution / active EE | $515 | $2,219-76.8% | $3,008-82.9% | $2,597-80.2% |
| Participant deferral / active EE | $667 | $3,246-79.5% | $4,395-84.8% | $4,028-83.4% |
| Admin fee / account holder | $148 | $4,397-96.6% | $5,325-97.2% | $5,404-97.3% |