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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 | $6,909 | $95,915-92.8% | $79,580-91.3% | $134,532-94.9% |
| Participation rate | 92.3% | 75.0%+17.3pp | 69.5%+22.8pp | 81.2%+11.1pp |
| Annual return | -4.65% | -2.71%-1.9pp | 0.15%-4.8pp | 418.27%-422.9pp |
| Employer contribution / active EE | $2,502 | $3,129-20.0% | $2,413+3.7% | $4,741-47.2% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |