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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 | $159,989 | $215,441-25.7% | $215,441-25.7% | $233,076-31.4% |
| Participation rate | 100.0% | 53.1%+46.9pp | 50.7%+49.3pp | 46.4%+53.6pp |
| Annual return | -5.21% | 1.21%-6.4pp | 1.09%-6.3pp | -82.66%+77.5pp |
| Employer contribution / active EE | $83,333 | $59,814+39.3% | $57,621+44.6% | $43,771+90.4% |
| Participant deferral / active EE | $0 | $182-100.0% | $181-100.0% | $103-100.0% |
| Admin fee / account holder | $110 | $10,762-99.0% | $10,762-99.0% | $11,204-99.0% |