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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 | $245,636 | $206,041+19.2% | $201,416+22.0% | $330,599-25.7% |
| Participation rate | 100.0% | 56.3%+43.7pp | 32.7%+67.3pp | 43.7%+56.3pp |
| Annual return | 5.96% | 7.46%-1.5pp | 8.10%-2.1pp | 13.05%-7.1pp |
| Employer contribution / active EE | $82,000 | $34,689+136.4% | $28,649+186.2% | $37,652+117.8% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $31,365-100.0% |