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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 | $19,583 | $131,835-85.1% | $108,582-82.0% | $273,972-92.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.70% | -91.57%+96.3pp | -51.70%+56.4pp | 41.46%-36.8pp |
| Employer contribution / active EE | $1,881 | $4,913-61.7% | $3,758-50.0% | $4,869-61.4% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $25 | $10,253-99.8% | $7,645-99.7% | $10,133-99.8% |