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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 | $104,795+25.9% | $104,795+25.9% | $380,063-65.3% |
| Participation rate | 100.0% | 50.0%+50.0pp | 50.0%+50.0pp | 27.7%+72.3pp |
| Annual return | 10.55% | 12.50%-1.9pp | 12.12%-1.6pp | 15.59%-5.0pp |
| Employer contribution / active EE | $11,053 | $36,503-69.7% | $33,582-67.1% | $33,256-66.8% |
| Participant deferral / active EE | $0 | $0-100.0% | $0-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $130-100.0% | $21,009-100.0% |