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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 | $54,238 | $253,814-78.6% | $226,711-76.1% | $222,458-75.6% |
| Participation rate | 75.0% | 61.5%+13.5pp | 48.3%+26.7pp | 48.7%+26.3pp |
| Annual return | 0.60% | -1.65%+2.2pp | -1.71%+2.3pp | -2.16%+2.8pp |
| Employer contribution / active EE | $20,060 | $52,988-62.1% | $45,357-55.8% | $42,949-53.3% |
| Participant deferral / active EE | $0 | $180-100.0% | $175-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $8,341-100.0% | $7,161-100.0% | $12,572-100.0% |