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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 | $6,021 | $152,591-96.1% | $117,529-94.9% | $134,545-95.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -5.46% | 53.04%-58.5pp | 29.77%-35.2pp | 418.37%-423.8pp |
| Employer contribution / active EE | $1,734 | $5,576-68.9% | $4,179-58.5% | $4,742-63.4% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $60 | $7,004-99.1% | $5,645-98.9% | $11,431-99.5% |