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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 | $2,465 | $82,678-97.0% | $125,391-98.0% | $68,490-96.4% |
| Participation rate | 83.3% | 75.1%+8.3pp | 82.4%+0.9pp | 67.9%+15.4pp |
| Annual return | -17.82% | -5.97%-11.8pp | 572.41%-590.2pp | -7.85%-10.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,431 | $6,111-76.6% | $7,448-80.8% | $4,028-64.5% |
| Admin fee / account holder | $248 | $6,277-96.1% | $10,009-97.5% | $5,403-95.4% |