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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 | $5,376 | $49,177-89.1% | $79,467-93.2% | $64,173-91.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -7.35% | -1.16%-6.2pp | 718.30%-725.7pp | 7.63%-15.0pp |
| Employer contribution / active EE | $652 | $2,076-68.6% | $2,800-76.7% | $2,381-72.6% |
| Participant deferral / active EE | $754 | $2,821-73.3% | $3,704-79.6% | $3,470-78.3% |
| Admin fee / account holder | $267 | $3,839-93.0% | $5,104-94.8% | $4,887-94.5% |