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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 | $100,520 | $321,431-68.7% | $308,850-67.5% | $248,183-59.5% |
| Participation rate | 100.0% | 52.9%+47.1pp | 48.5%+51.5pp | 45.9%+54.1pp |
| Annual return | 11.09% | 14.95%-3.9pp | 14.41%-3.3pp | 10.21%+0.9pp |
| Employer contribution / active EE | $45,299 | $48,159-5.9% | $45,2830% | $42,272+7.2% |
| Participant deferral / active EE | $0 | $124-100.0% | $125-100.0% | $121-100.0% |
| Admin fee / account holder | $114 | $8,071-98.6% | $9,941-98.8% | $13,518-99.2% |