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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 | $131,211 | $215,441-39.1% | $215,441-39.1% | $233,076-43.7% |
| Participation rate | 100.0% | 53.1%+46.9pp | 50.7%+49.3pp | 46.4%+53.6pp |
| Annual return | 2.21% | 1.21%+1.0pp | 1.09%+1.1pp | -82.66%+84.9pp |
| Employer contribution / active EE | $10,538 | $59,814-82.4% | $57,621-81.7% | $43,771-75.9% |
| Participant deferral / active EE | $0 | $182-100.0% | $181-100.0% | $103-100.0% |
| Admin fee / account holder | $170 | $10,762-98.4% | $10,762-98.4% | $11,204-98.5% |