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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 | $73,557 | $186,219-60.5% | $201,582-63.5% | $286,788-74.4% |
| Participation rate | 100.0% | 37.2%+62.8pp | 23.6%+76.4pp | 37.6%+62.4pp |
| Annual return | 7.85% | 8.34%-0.5pp | 11.08%-3.2pp | 9.30%-1.5pp |
| Employer contribution / active EE | $9,113 | $35,279-74.2% | $28,418-67.9% | $43,748-79.2% |
| Participant deferral / active EE | $0 | $94-100.0% | $86-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $7,234-100.0% | $6,559-100.0% | $12,596-100.0% |