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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 | $893,103-85.2% | $893,103-85.2% | $418,949-68.5% |
| Participation rate | 100.0% | 58.4%+41.6pp | 58.4%+41.6pp | 35.7%+64.3pp |
| Annual return | 10.55% | 10.32%+0.2pp | 10.59%0pp | 15.19%-4.6pp |
| Employer contribution / active EE | $11,053 | $36,556-69.8% | $33,926-67.4% | $34,877-68.3% |
| Participant deferral / active EE | $0 | $15-100.0% | $14-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $4,376-100.0% | $4,376-100.0% | $50,584-100.0% |