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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 | $18,791 | $54,380-65.4% | $68,509-72.6% | $59,633-68.5% |
| Participation rate | 71.7% | 70.2%+1.5pp | 74.7%-3.1pp | 68.7%+3.0pp |
| Annual return | -0.13% | 2.83%-3.0pp | 8.27%-8.4pp | 2041.40%-2041.5pp |
| Employer contribution / active EE | $5,125 | $1,539+233.1% | $2,278+125.0% | $2,203+132.7% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $157 | $3,885-95.9% | $5,275-97.0% | $4,297-96.3% |