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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 | $77,597 | $150,398-48.4% | $162,072-52.1% | $254,173-69.5% |
| Participation rate | 100.0% | 42.3%+57.7pp | 33.1%+66.9pp | 43.0%+57.0pp |
| Annual return | 0.00% | 7.88%-7.9pp | 8.01%-8.0pp | 259.17%-259.2pp |
| Employer contribution / active EE | $75,500 | $36,826+105.0% | $29,476+156.1% | $41,471+82.1% |
| Participant deferral / active EE | $0 | $818-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $50 | $223-77.8% | $630-92.1% | $21,502-99.8% |