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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 | $211,411 | $266,915-20.8% | $319,010-33.7% | $349,369-39.5% |
| Participation rate | 100.0% | 55.4%+44.6pp | 47.0%+53.0pp | 44.4%+55.6pp |
| Annual return | -11.58% | 12.39%-24.0pp | 10.22%-21.8pp | -14.65%+3.1pp |
| Employer contribution / active EE | $33,300 | $53,662-37.9% | $51,205-35.0% | $46,321-28.1% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $9,726-100.0% | $10,810-100.0% | $14,582-100.0% |