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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 | $94,636 | $224,072-57.8% | $220,428-57.1% | $254,173-62.8% |
| Participation rate | 100.0% | 49.1%+50.9pp | 43.5%+56.5pp | 43.0%+57.0pp |
| Annual return | 10.44% | 99.74%-89.3pp | 90.61%-80.2pp | 259.17%-248.7pp |
| Employer contribution / active EE | $43,238 | $35,080+23.3% | $32,730+32.1% | $41,471+4.3% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,610-100.0% | $12,805-100.0% | $21,502-100.0% |