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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 | $29,464 | $317,707-90.7% | $271,705-89.2% | $263,064-88.8% |
| Participation rate | 100.0% | 95.8%+4.2pp | 91.9%+8.1pp | 95.8%+4.2pp |
| Annual return | 0.00% | -1.16%+1.2pp | -1.43%+1.4pp | -1.59%+1.6pp |
| Employer contribution / active EE | $29,464 | $25,463+15.7% | $22,279+32.3% | $33,160-11.1% |
| Participant deferral / active EE | $0 | $1,909-100.0% | $1,725-100.0% | $7,831-100.0% |
| Admin fee / account holder | $0 | $11,001-100.0% | $9,035-100.0% | $9,535-100.0% |