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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 | $125,000 | $430,769-71.0% | $122,096+2.4% | $430,769-71.0% |
| Participation rate | 100.0% | 90.6%+9.4pp | 91.9%+8.1pp | 90.6%+9.4pp |
| Annual return | 0.00% | 10.77%-10.8pp | -0.45%+0.4pp | 10.77%-10.8pp |
| Employer contribution / active EE | $125,000 | $26,022+380.4% | $13,455+829.0% | $26,022+380.4% |
| Participant deferral / active EE | $0 | $6,968-100.0% | $6,300-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $18,309-100.0% | $2,906-100.0% | $18,309-100.0% |