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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 | $91,362 | $40,848+123.7% | $346,182-73.6% | $317,036-71.2% |
| Participation rate | 100.0% | 20.3%+79.7pp | 52.1%+47.9pp | 13.0%+87.0pp |
| Annual return | 15.61% | 22.30%-6.7pp | 13.48%+2.1pp | 13.59%+2.0pp |
| Employer contribution / active EE | $24,430 | $18,386+32.9% | $47,067-48.1% | $14,592+67.4% |
| Participant deferral / active EE | $0 | $11-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $88 | $68+28.1% | $14,572-99.4% | $29,657-99.7% |