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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 | $197,785 | $202,389-2.3% | $198,173-0.2% | $248,183-20.3% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 9.54% | 9.90%-0.4pp | 10.16%-0.6pp | 10.21%-0.7pp |
| Employer contribution / active EE | $66,000 | $36,071+83.0% | $33,192+98.8% | $42,272+56.1% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,397-100.0% | $7,531-100.0% | $13,518-100.0% |