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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 | $131,918 | $249,316-47.1% | $249,316-47.1% | $328,120-59.8% |
| Participation rate | 100.0% | 59.4%+40.6pp | 59.4%+40.6pp | 34.1%+65.9pp |
| Annual return | 10.55% | 10.75%-0.2pp | 10.61%-0.1pp | 13.02%-2.5pp |
| Employer contribution / active EE | $11,053 | $33,663-67.2% | $31,160-64.5% | $34,257-67.7% |
| Participant deferral / active EE | $0 | $26-100.0% | $24-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,819-100.0% | $1,819-100.0% | $39,117-100.0% |