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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 | $67,720 | $34,827+94.4% | $2,066,441-96.7% | $254,173-73.4% |
| Participation rate | 100.0% | 25.0%+75.0pp | 7.0%+93.0pp | 43.0%+57.0pp |
| Annual return | 34.58% | 8.77%+25.8pp | 10.57%+24.0pp | 259.17%-224.6pp |
| Employer contribution / active EE | $48,723 | $30,532+59.6% | $18,335+165.7% | $41,471+17.5% |
| Participant deferral / active EE | $0 | $0 | $5-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $246-100.0% | $8,713-100.0% | $21,502-100.0% |