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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 | $82,130+82.6% | $82,130+82.6% | $380,063-60.5% |
| Participation rate | 100.0% | 50.0%+50.0pp | 12.5%+87.5pp | 27.7%+72.3pp |
| Annual return | 0.00% | 8.23%-8.2pp | 8.99%-9.0pp | 15.59%-15.6pp |
| Employer contribution / active EE | $150,000 | $43,293+246.5% | $25,171+495.9% | $33,256+351.0% |
| Participant deferral / active EE | $0 | $0 | $1-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $1,134-100.0% | $1,134-100.0% | $21,009-100.0% |