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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 | $54,303 | $431,983-87.4% | $431,983-87.4% | $285,997-81.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 66.7%+33.3pp | 55.8%+44.2pp |
| Annual return | 11.51% | 9.67%+1.8pp | 9.65%+1.9pp | 24.44%-12.9pp |
| Employer contribution / active EE | $26,425 | $51,524-48.7% | $50,020-47.2% | $41,348-36.1% |
| Participant deferral / active EE | $0 | $60-100.0% | $62-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $35,292-100.0% | $35,292-100.0% | $22,013-100.0% |