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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 | $43,585 | $364,560-88.0% | $374,107-88.3% | $237,064-81.6% |
| Participation rate | 100.0% | 45.9%+54.1pp | 22.0%+78.0pp | 45.6%+54.4pp |
| Annual return | 1.80% | 3.93%-2.1pp | 4.74%-2.9pp | 4.16%-2.4pp |
| Employer contribution / active EE | $21,750 | $47,405-54.1% | $36,089-39.7% | $42,918-49.3% |
| Participant deferral / active EE | $0 | $44-100.0% | $59-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $11,576-100.0% | $10,677-100.0% | $21,465-100.0% |