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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 | $60,432 | $261,298-76.9% | $169,917-64.4% | $237,064-74.5% |
| Participation rate | 100.0% | 27.3%+72.7pp | 10.3%+89.7pp | 45.6%+54.4pp |
| Annual return | 0.00% | 6.80%-6.8pp | 7.98%-8.0pp | 4.16%-4.2pp |
| Employer contribution / active EE | $60,432 | $40,252+50.1% | $23,724+154.7% | $42,918+40.8% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $972-100.0% | $636-100.0% | $21,465-100.0% |