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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 | $220,935 | $262,251-15.8% | $250,986-12.0% | $287,034-23.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 50.6%+49.4pp | 55.9%+44.1pp |
| Annual return | 17.69% | 34.49%-16.8pp | 32.33%-14.6pp | 24.44%-6.7pp |
| Employer contribution / active EE | $39,710 | $35,997+10.3% | $33,956+16.9% | $41,344-4.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,013-100.0% |