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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 | $12,978 | $45,566-71.5% | $64,105-79.8% | $59,633-78.2% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -0.71% | 4.95%-5.7pp | 791.24%-792.0pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1,538 | $934+64.7% | $1,820-15.5% | $2,203-30.2% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $240 | $3,268-92.7% | $4,499-94.7% | $4,297-94.4% |