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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 | $23,768 | $82,028-71.0% | $123,105-80.7% | $59,633-60.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -1.40% | 5.12%-6.5pp | 13.22%-14.6pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $1,169 | $3,297-64.6% | $5,151-77.3% | $2,203-46.9% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $86 | $5,879-98.5% | $9,014-99.0% | $4,297-98.0% |