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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 | $63,663 | $162,281-60.8% | $362,723-82.4% | $254,542-75.0% |
| Participation rate | 100.0% | 49.4%+50.6pp | 38.2%+61.8pp | 47.4%+52.6pp |
| Annual return | 6.52% | 10.22%-3.7pp | 10.56%-4.0pp | 12.16%-5.6pp |
| Employer contribution / active EE | $34,150 | $37,390-8.7% | $30,197+13.1% | $44,747-23.7% |
| Participant deferral / active EE | $0 | $37-100.0% | $33-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,182-100.0% | $2,168-100.0% | $17,640-100.0% |