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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 | $0 | $433,529-100.0% | $433,529-100.0% | $286,788-100.0% |
| Participation rate | 100.0% | 32.1%+67.9pp | 22.9%+77.1pp | 37.6%+62.4pp |
| Annual return | 0.00% | 10.52%-10.5pp | 12.74%-12.7pp | 9.30%-9.3pp |
| Employer contribution / active EE | $0 | $41,439-100.0% | $33,332-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $124-100.0% | $157-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $2,396-100.0% | $2,396-100.0% | $12,596-100.0% |