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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 | $140,679 | $169,587-17.0% | $157,466-10.7% | $233,076-39.6% |
| Participation rate | 100.0% | 34.7%+65.3pp | 11.9%+88.1pp | 46.4%+53.6pp |
| Annual return | -0.45% | -5.34%+4.9pp | 12.68%-13.1pp | -82.67%+82.2pp |
| Employer contribution / active EE | $21,080 | $31,322-32.7% | $22,860-7.8% | $43,771-51.8% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |