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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 | $3,232 | $91,537-96.5% | $130,045-97.5% | $75,173-95.7% |
| Participation rate | 87.1% | 71.5%+15.6pp | 78.5%+8.6pp | 67.2%+19.9pp |
| Annual return | 19.41% | -631.55%+651.0pp | -137.30%+156.7pp | 160.72%-141.3pp |
| Employer contribution / active EE | $2,111 | $2,845-25.8% | $4,321-51.2% | $2,671-21.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,780-100.0% | $10,600-100.0% | $5,651-100.0% |