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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 | $6,281 | $73,019-91.4% | $90,766-93.1% | $68,490-90.8% |
| Participation rate | 97.3% | 70.8%+26.5pp | 75.7%+21.6pp | 67.9%+29.4pp |
| Annual return | -6.69% | -13.81%+7.1pp | -12.16%+5.5pp | -7.85%+1.2pp |
| Employer contribution / active EE | $4,245 | $2,193+93.6% | $2,922+45.3% | $2,597+63.5% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,897-100.0% | $8,446-100.0% | $5,403-100.0% |