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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 | $144,636 | $377,755-61.7% | $377,755-61.7% | $479,618-69.8% |
| Participation rate | 100.0% | 91.5%+8.5pp | 88.0%+12.0pp | 89.3%+10.7pp |
| Annual return | 11.04% | -22.74%+33.8pp | 308.27%-297.2pp | 101.32%-90.3pp |
| Employer contribution / active EE | $10,000 | $19,764-49.4% | $19,764-49.4% | $22,484-55.5% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $2,885-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $8,486-100.0% | $8,486-100.0% | $12,520-100.0% |