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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 | $40,010 | $276,582-85.5% | $1,035,159-96.1% | $233,076-82.8% |
| Participation rate | 87.5% | 53.4%+34.1pp | 49.6%+37.9pp | 46.4%+41.1pp |
| Annual return | 0.00% | -68.32%+68.3pp | -61.72%+61.7pp | -82.67%+82.7pp |
| Employer contribution / active EE | $35,009 | $50,529-30.7% | $47,703-26.6% | $43,771-20.0% |
| Participant deferral / active EE | $0 | $121-100.0% | $135-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $5,930-100.0% | $5,792-100.0% | $11,204-100.0% |