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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 | $156,896 | $458,700-65.8% | $458,700-65.8% | $330,599-52.5% |
| Participation rate | 100.0% | 46.5%+53.5pp | 39.9%+60.1pp | 43.7%+56.3pp |
| Annual return | 9.52% | 8.44%+1.1pp | 8.61%+0.9pp | 13.05%-3.5pp |
| Employer contribution / active EE | $16,180 | $36,702-55.9% | $33,036-51.0% | $37,652-57.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $33,172-100.0% | $33,172-100.0% | $31,365-100.0% |