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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 | $173,638 | $212,470-18.3% | $428,620-59.5% | $254,542-31.8% |
| Participation rate | 100.0% | 52.4%+47.6pp | 46.0%+54.0pp | 47.3%+52.7pp |
| Annual return | 10.75% | 21.43%-10.7pp | 20.73%-10.0pp | 12.16%-1.4pp |
| Employer contribution / active EE | $31,074 | $39,472-21.3% | $36,503-14.9% | $44,747-30.6% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $104 | $5,476-98.1% | $7,495-98.6% | $17,640-99.4% |