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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 | $81,675+61.5% | $81,675+61.5% | $340,936-61.3% |
| Participation rate | 100.0% | 60.0%+40.0pp | 60.0%+40.0pp | 31.0%+69.0pp |
| Annual return | 10.55% | 11.62%-1.1pp | 11.42%-0.9pp | 14.18%-3.6pp |
| Employer contribution / active EE | $11,053 | $36,177-69.4% | $33,172-66.7% | $33,339-66.8% |
| Participant deferral / active EE | $0 | $39-100.0% | $37-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $130-100.0% | $17,688-100.0% |