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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 | $4,403 | $48,267-90.9% | $68,808-93.6% | $68,486-93.6% |
| Participation rate | 77.1% | 60.7%+16.5pp | 69.0%+8.1pp | 67.9%+9.2pp |
| Annual return | -18.22% | -12.70%-5.5pp | -6.37%-11.8pp | -7.85%-10.4pp |
| Employer contribution / active EE | $1,793 | $1,829-2.0% | $2,656-32.5% | $2,597-30.9% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $203 | $4,362-95.4% | $4,936-95.9% | $5,404-96.2% |