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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 | $166,533 | $142,816+16.6% | $128,366+29.7% | $248,183-32.9% |
| Participation rate | 100.0% | 22.2%+77.8pp | 19.3%+80.7pp | 45.9%+54.1pp |
| Annual return | 9.75% | 8.48%+1.3pp | 9.39%+0.4pp | 10.21%-0.5pp |
| Employer contribution / active EE | $28,145 | $40,983-31.3% | $33,466-15.9% | $42,272-33.4% |
| Participant deferral / active EE | $0 | $682-100.0% | $657-100.0% | $121-100.0% |
| Admin fee / account holder | $274 | $2,425-88.7% | $2,132-87.2% | $13,518-98.0% |