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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 | $10,730 | $85,790-87.5% | $67,313-84.1% | $135,380-92.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.45% | -0.54%-7.9pp | -4.08%-4.4pp | 519.81%-528.3pp |
| Employer contribution / active EE | $1,838 | $3,487-47.3% | $2,566-28.4% | $4,779-61.5% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |