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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 | $49,232 | $362,881-86.4% | $342,735-85.6% | $531,493-90.7% |
| Participation rate | 100.0% | 90.7%+9.3pp | 85.4%+14.6pp | 86.9%+13.1pp |
| Annual return | 11.59% | 10.48%+1.1pp | 10.74%+0.8pp | 9.82%+1.8pp |
| Employer contribution / active EE | $4,847 | $17,974-73.0% | $18,336-73.6% | $22,221-78.2% |
| Participant deferral / active EE | $0 | $9,202-100.0% | $8,567-100.0% | $6,107-100.0% |
| Admin fee / account holder | $191 | $866-78.0% | $1,244-84.7% | $42,466-99.6% |