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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 | $37,347 | $195,758-80.9% | $182,032-79.5% | $285,997-86.9% |
| Participation rate | 100.0% | 25.1%+74.9pp | 13.4%+86.6pp | 55.8%+44.2pp |
| Annual return | 0.00% | 3.70%-3.7pp | 7.69%-7.7pp | 24.44%-24.4pp |
| Employer contribution / active EE | $37,347 | $38,258-2.4% | $28,501+31.0% | $41,348-9.7% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |