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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 | $9,009 | $142,361-93.7% | $119,608-92.5% | $134,509-93.3% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -10.11% | -12.46%+2.4pp | -14.98%+4.9pp | 418.13%-428.2pp |
| Employer contribution / active EE | $2,549 | $5,224-51.2% | $4,232-39.8% | $4,741-46.2% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $41 | $13,588-99.7% | $10,326-99.6% | $11,427-99.6% |