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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 | $107,383 | $107,3830% | $565,817-81.0% | $107,032+0.3% |
| Participation rate | 100.0% | 9.1%+90.9pp | 29.9%+70.1pp | 9.9%+90.1pp |
| Annual return | -8.46% | -11.36%+2.9pp | -8.80%+0.3pp | -5.25%-3.2pp |
| Employer contribution / active EE | $44,597 | $11,614+284.0% | $43,463+2.6% | $15,161+194.2% |
| Participant deferral / active EE | $0 | $7-100.0% | $12-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $0 | $866-100.0% | $3,859-100.0% |