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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 | $36,756 | $202,389-81.8% | $198,173-81.5% | $248,183-85.2% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 0.00% | 9.90%-9.9pp | 10.16%-10.2pp | 10.21%-10.2pp |
| Employer contribution / active EE | $45,000 | $36,071+24.8% | $33,192+35.6% | $42,272+6.5% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $98 | $7,397-98.7% | $7,531-98.7% | $13,518-99.3% |