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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 | $150,000 | $203,784-26.4% | $178,317-15.9% | $418,949-64.2% |
| Participation rate | 100.0% | 35.5%+64.5pp | 20.5%+79.5pp | 35.7%+64.3pp |
| Annual return | 0.00% | 9.11%-9.1pp | 9.57%-9.6pp | 15.19%-15.2pp |
| Employer contribution / active EE | $150,000 | $34,784+331.2% | $26,706+461.7% | $34,877+330.1% |
| Participant deferral / active EE | $0 | $236-100.0% | $213-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $1,890-100.0% | $1,620-100.0% | $50,584-100.0% |