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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 | $40,386 | $212,470-81.0% | $428,620-90.6% | $254,542-84.1% |
| Participation rate | 100.0% | 52.4%+47.6pp | 46.0%+54.0pp | 47.4%+52.6pp |
| Annual return | 13.78% | 21.43%-7.6pp | 20.73%-6.9pp | 12.16%+1.6pp |
| Employer contribution / active EE | $12,718 | $39,472-67.8% | $36,503-65.2% | $44,747-71.6% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $238 | $5,476-95.7% | $7,495-96.8% | $17,640-98.7% |