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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 | $68,113 | $215,441-68.4% | $215,441-68.4% | $233,076-70.8% |
| Participation rate | 100.0% | 53.1%+46.9pp | 50.7%+49.3pp | 46.4%+53.6pp |
| Annual return | 6.99% | 1.21%+5.8pp | 1.09%+5.9pp | -82.66%+89.7pp |
| Employer contribution / active EE | $18,261 | $59,814-69.5% | $57,621-68.3% | $43,771-58.3% |
| Participant deferral / active EE | $0 | $182-100.0% | $181-100.0% | $103-100.0% |
| Admin fee / account holder | $200 | $10,762-98.1% | $10,762-98.1% | $11,204-98.2% |