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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 | $5,976 | $45,566-86.9% | $64,105-90.7% | $59,633-90.0% |
| Participation rate | 94.3% | 60.2%+34.1pp | 68.2%+26.1pp | 68.7%+25.6pp |
| Annual return | -2.55% | 4.95%-7.5pp | 791.24%-793.8pp | 2041.40%-2044.0pp |
| Employer contribution / active EE | $1,706 | $934+82.6% | $1,820-6.3% | $2,203-22.6% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $284 | $3,268-91.3% | $4,499-93.7% | $4,297-93.4% |