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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 | $7,508 | $71,872-89.6% | $86,691-91.3% | $68,495-89.0% |
| Participation rate | 90.4% | 72.2%+18.1pp | 76.6%+13.8pp | 67.9%+22.5pp |
| Annual return | -15.80% | 3.53%-19.3pp | 35.94%-51.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,117 | $2,173-48.6% | $2,837-60.6% | $2,596-57.0% |
| Participant deferral / active EE | $1,642 | $3,779-56.5% | $4,656-64.7% | $4,028-59.2% |
| Admin fee / account holder | $293 | $6,112-95.2% | $7,492-96.1% | $5,403-94.6% |