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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 | $93,750 | $161,673-42.0% | $161,673-42.0% | $254,173-63.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 41.7%+58.3pp | 43.0%+57.0pp |
| Annual return | 0.00% | 9.27%-9.3pp | 9.65%-9.7pp | 259.17%-259.2pp |
| Employer contribution / active EE | $93,750 | $32,307+190.2% | $27,458+241.4% | $41,471+126.1% |
| Participant deferral / active EE | $0 | $35-100.0% | $33-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $23,561-100.0% | $23,561-100.0% | $21,502-100.0% |