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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 | $199,511 | $445,290-55.2% | $445,290-55.2% | $254,542-21.6% |
| Participation rate | 100.0% | 46.7%+53.3pp | 31.8%+68.2pp | 47.3%+52.7pp |
| Annual return | 6.55% | 10.97%-4.4pp | 11.97%-5.4pp | 12.16%-5.6pp |
| Employer contribution / active EE | $10,370 | $40,487-74.4% | $37,298-72.2% | $44,747-76.8% |
| Participant deferral / active EE | $0 | $24-100.0% | $23-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,503-100.0% | $1,503-100.0% | $17,640-100.0% |