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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 | $94,491 | $117,565-19.6% | $104,783-9.8% | $484,799-80.5% |
| Participation rate | 100.0% | 100.0%0pp | 88.3%+11.7pp | 91.1%+8.9pp |
| Annual return | 21.66% | 3.86%+17.8pp | 4.82%+16.8pp | 5.95%+15.7pp |
| Employer contribution / active EE | $25,000 | $42,875-41.7% | $33,773-26.0% | $27,493-9.1% |
| Participant deferral / active EE | $0 | $1,254-100.0% | $1,165-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $1,853-100.0% | $1,648-100.0% | $18,209-100.0% |