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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 | $57,764 | $317,707-81.8% | $271,705-78.7% | $263,064-78.0% |
| Participation rate | 100.0% | 95.8%+4.2pp | 91.9%+8.1pp | 95.8%+4.2pp |
| Annual return | -0.73% | -1.16%+0.4pp | -1.43%+0.7pp | -1.59%+0.9pp |
| Employer contribution / active EE | $0 | $25,463-100.0% | $22,279-100.0% | $33,160-100.0% |
| Participant deferral / active EE | $3,040 | $1,909+59.3% | $1,725+76.3% | $7,831-61.2% |
| Admin fee / account holder | $0 | $11,001-100.0% | $9,035-100.0% | $9,535-100.0% |