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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 | $14,861 | $100,772-85.3% | $86,690-82.9% | $134,493-89.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.27% | 29.06%-44.3pp | 35.93%-51.2pp | 418.01%-433.3pp |
| Employer contribution / active EE | $1,250 | $3,490-64.2% | $2,837-55.9% | $4,740-73.6% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $10,920-100.0% | $7,490-100.0% | $11,425-100.0% |