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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 | $186,703-19.7% | $186,703-19.7% | $328,120-54.3% |
| Participation rate | 100.0% | 49.0%+51.0pp | 20.0%+80.0pp | 34.1%+65.9pp |
| Annual return | 0.00% | 8.41%-8.4pp | 8.93%-8.9pp | 13.02%-13.0pp |
| Employer contribution / active EE | $150,000 | $37,333+301.8% | $26,306+470.2% | $34,257+337.9% |
| Participant deferral / active EE | $0 | $0 | $0-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,041-100.0% | $2,041-100.0% | $39,117-100.0% |