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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 | $2,495 | $67,411-96.3% | $91,004-97.3% | $70,126-96.4% |
| Participation rate | 78.1% | 71.4%+6.8pp | 75.6%+2.5pp | 69.5%+8.6pp |
| Annual return | 0.00% | -40.16%+40.2pp | 4.60%-4.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,949 | $1,786+9.1% | $2,456-20.6% | $2,343-16.8% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |