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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 | $39,488 | $192,869-79.5% | $192,869-79.5% | $233,076-83.1% |
| Participation rate | 100.0% | 59.0%+41.0pp | 36.2%+63.8pp | 46.4%+53.6pp |
| Annual return | 0.96% | -0.47%+1.4pp | -0.77%+1.7pp | -82.67%+83.6pp |
| Employer contribution / active EE | $16,127 | $34,803-53.7% | $29,514-45.4% | $43,771-63.2% |
| Participant deferral / active EE | $0 | $37-100.0% | $36-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $42,257-100.0% | $42,257-100.0% | $11,204-100.0% |