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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 | $98,446 | $149,104-34.0% | $144,462-31.9% | $248,183-60.3% |
| Participation rate | 100.0% | 33.7%+66.3pp | 11.7%+88.3pp | 45.9%+54.1pp |
| Annual return | 8.62% | 5.28%+3.3pp | 16.78%-8.2pp | 10.21%-1.6pp |
| Employer contribution / active EE | $17,263 | $35,590-51.5% | $26,328-34.4% | $42,272-59.2% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |