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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 | $16,986 | $64,706-73.7% | $112,244-84.9% | $68,498-75.2% |
| Participation rate | 100.0% | 67.1%+32.9pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -10.76% | -11.40%+0.6pp | 27.46%-38.2pp | -7.84%-2.9pp |
| Employer contribution / active EE | $1,728 | $2,746-37.1% | $3,635-52.5% | $2,596-33.4% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $122 | $5,231-97.7% | $6,411-98.1% | $5,403-97.7% |