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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 | $175,913 | $212,470-17.2% | $428,620-59.0% | $254,542-30.9% |
| Participation rate | 100.0% | 52.4%+47.6pp | 46.0%+54.0pp | 47.3%+52.7pp |
| Annual return | 11.75% | 21.43%-9.7pp | 20.73%-9.0pp | 12.16%-0.4pp |
| Employer contribution / active EE | $12,500 | $39,472-68.3% | $36,503-65.8% | $44,747-72.1% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,476-100.0% | $7,495-100.0% | $17,640-100.0% |