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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 | $71,175 | $398,892-82.2% | $398,892-82.2% | $285,997-75.1% |
| Participation rate | 100.0% | 64.6%+35.4pp | 54.1%+45.9pp | 55.8%+44.2pp |
| Annual return | 19.16% | 8.30%+10.9pp | 8.54%+10.6pp | 24.44%-5.3pp |
| Employer contribution / active EE | $22,784 | $41,025-44.5% | $37,153-38.7% | $41,348-44.9% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $55-100.0% |
| Admin fee / account holder | $244 | $77,551-99.7% | $77,551-99.7% | $22,013-98.9% |