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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 | $4,769 | $82,324-94.2% | $68,803-93.1% | $134,545-96.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -0.57% | -2.17%+1.6pp | -6.37%+5.8pp | 418.37%-418.9pp |
| Employer contribution / active EE | $2,455 | $3,302-25.7% | $2,656-7.6% | $4,742-48.2% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12 | $6,485-99.8% | $4,936-99.8% | $11,431-99.9% |