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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 | $42,130 | $157,324-73.2% | $151,098-72.1% | $286,788-85.3% |
| Participation rate | 100.0% | 20.8%+79.2pp | 16.3%+83.7pp | 37.6%+62.4pp |
| Annual return | 2.19% | 10.67%-8.5pp | 11.31%-9.1pp | 9.30%-7.1pp |
| Employer contribution / active EE | $25,000 | $42,039-40.5% | $35,729-30.0% | $43,748-42.9% |
| Participant deferral / active EE | $0 | $141-100.0% | $237-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $21,624-100.0% | $20,124-100.0% | $12,596-100.0% |