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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 | $21,258 | $1,889,152-98.9% | $477,209-95.5% | $198,586-89.3% |
| Participation rate | 100.0% | 4.3%+95.7pp | 10.2%+89.8pp | 13.5%+86.5pp |
| Annual return | 12.15% | 9.93%+2.2pp | -2.84%+15.0pp | 9.29%+2.9pp |
| Employer contribution / active EE | $8,439 | $11,565-27.0% | $33,329-74.7% | $15,168-44.4% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $105 | $94+11.7% | $2,475-95.8% | $2,037-94.9% |