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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 | $188,446 | $218,893-13.9% | $436,953-56.9% | $233,076-19.1% |
| Participation rate | 75.0% | 49.9%+25.1pp | 44.2%+30.8pp | 46.4%+28.6pp |
| Annual return | 4.32% | -114.99%+119.3pp | -102.04%+106.4pp | -82.67%+87.0pp |
| Employer contribution / active EE | $38,959 | $39,361-1.0% | $36,232+7.5% | $43,771-11.0% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,759-100.0% | $12,721-100.0% | $11,204-100.0% |