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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 | $75,902 | $162,803-53.4% | $473,625-84.0% | $287,034-73.6% |
| Participation rate | 100.0% | 73.7%+26.3pp | 37.3%+62.7pp | 55.9%+44.1pp |
| Annual return | 6.68% | 17.22%-10.5pp | 20.18%-13.5pp | 24.44%-17.8pp |
| Employer contribution / active EE | $17,937 | $35,410-49.3% | $29,108-38.4% | $41,344-56.6% |
| Participant deferral / active EE | $0 | $6-100.0% | $6-100.0% | $55-100.0% |
| Admin fee / account holder | $142 | $1,223-88.4% | $2,262-93.7% | $22,013-99.4% |