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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 | $2,447 | $57,352-95.7% | $83,831-97.1% | $64,173-96.2% |
| Participation rate | 85.4% | 68.6%+16.8pp | 76.1%+9.2pp | 69.6%+15.8pp |
| Annual return | -7.23% | 11.38%-18.6pp | 850.99%-858.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,032 | $2,993-65.5% | $4,082-74.7% | $3,470-70.2% |
| Admin fee / account holder | $69 | $4,046-98.3% | $5,479-98.7% | $4,887-98.6% |