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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 | $6,309 | $82,674-92.4% | $125,363-95.0% | $68,495-90.8% |
| Participation rate | 85.2% | 75.0%+10.1pp | 82.4%+2.8pp | 67.9%+17.3pp |
| Annual return | -19.16% | -5.97%-13.2pp | 572.15%-591.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,235 | $3,382-63.5% | $4,815-74.3% | $2,596-52.4% |
| Participant deferral / active EE | $1,802 | $6,111-70.5% | $7,447-75.8% | $4,028-55.2% |
| Admin fee / account holder | $3 | $6,276-99.9% | $10,005-100.0% | $5,403-99.9% |