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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 | $4,720 | $107,809-95.6% | $90,657-94.8% | $135,379-96.5% |
| Participation rate | 70.6% | 78.0%-7.5pp | 74.0%-3.4pp | 82.6%-12.1pp |
| Annual return | -7.64% | -0.90%-6.7pp | 1.89%-9.5pp | 519.79%-527.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $378 | $3,872-90.2% | $3,424-88.9% | $5,609-93.3% |
| Admin fee / account holder | $60 | $5,931-99.0% | $4,994-98.8% | $10,828-99.4% |