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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 | $174,607 | $212,470-17.8% | $428,620-59.3% | $254,542-31.4% |
| Participation rate | 83.3% | 52.4%+31.0pp | 46.0%+37.3pp | 47.3%+36.0pp |
| Annual return | 20.98% | 21.43%-0.5pp | 20.73%+0.3pp | 12.16%+8.8pp |
| Employer contribution / active EE | $50,000 | $39,472+26.7% | $36,503+37.0% | $44,747+11.7% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,476-100.0% | $7,495-100.0% | $17,640-100.0% |