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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 | $45,000 | $153,781-70.7% | $165,322-72.8% | $254,510-82.3% |
| Participation rate | 100.0% | 41.6%+58.4pp | 32.5%+67.5pp | 43.0%+57.0pp |
| Annual return | 0.00% | 7.89%-7.9pp | 8.01%-8.0pp | 259.14%-259.1pp |
| Employer contribution / active EE | $45,000 | $36,824+22.2% | $29,475+52.7% | $41,471+8.5% |
| Participant deferral / active EE | $0 | $817-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $217-100.0% | $637-100.0% | $21,546-100.0% |