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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 | $3,723 | $42,917-91.3% | $60,899-93.9% | $68,495-94.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -18.12% | -13.99%-4.1pp | 16.92%-35.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $439 | $1,979-77.8% | $2,702-83.7% | $2,596-83.1% |
| Participant deferral / active EE | $828 | $2,867-71.1% | $3,817-78.3% | $4,028-79.4% |
| Admin fee / account holder | $127 | $3,102-95.9% | $3,225-96.1% | $5,403-97.6% |