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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 | $76,627 | $176,816-56.7% | $176,816-56.7% | $237,064-67.7% |
| Participation rate | 100.0% | 47.0%+53.0pp | 39.2%+60.8pp | 45.6%+54.4pp |
| Annual return | 6.85% | 2.97%+3.9pp | 2.89%+4.0pp | 4.16%+2.7pp |
| Employer contribution / active EE | $37,227 | $44,301-16.0% | $39,831-6.5% | $42,918-13.3% |
| Participant deferral / active EE | $0 | $98-100.0% | $99-100.0% | $128-100.0% |
| Admin fee / account holder | $116 | $478-75.8% | $478-75.8% | $21,465-99.5% |