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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 | $172,397 | $150,398+14.6% | $162,072+6.4% | $254,173-32.2% |
| Participation rate | 100.0% | 42.3%+57.7pp | 33.1%+66.9pp | 43.0%+57.0pp |
| Annual return | 8.40% | 7.88%+0.5pp | 8.01%+0.4pp | 259.17%-250.8pp |
| Employer contribution / active EE | $61,500 | $36,826+67.0% | $29,476+108.6% | $41,471+48.3% |
| Participant deferral / active EE | $0 | $818-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $223-100.0% | $630-100.0% | $21,502-100.0% |