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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 | $140,756 | $343,683-59.0% | $333,750-57.8% | $349,369-59.7% |
| Participation rate | 100.0% | 57.6%+42.4pp | 48.6%+51.4pp | 44.4%+55.6pp |
| Annual return | 0.80% | -9.47%+10.3pp | -9.60%+10.4pp | -14.65%+15.4pp |
| Employer contribution / active EE | $67,079 | $58,413+14.8% | $56,630+18.5% | $46,321+44.8% |
| Participant deferral / active EE | $0 | $123-100.0% | $124-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $5,347-100.0% | $5,181-100.0% | $14,582-100.0% |