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Employer 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 | $122,954 | $468,795-73.8% | $468,815-73.8% | $468,795-73.8% |
| Participation rate | 100.0% | 85.1%+14.9pp | 85.7%+14.3pp | 85.1%+14.9pp |
| Annual return | 17.14% | 39.95%-22.8pp | 6.47%+10.7pp | 39.95%-22.8pp |
| Employer contribution / active EE | $0 | $28,085-100.0% | $45,376-100.0% | $28,085-100.0% |
| Participant deferral / active EE | $3,670 | $10,110-63.7% | $6,698-45.2% | $10,110-63.7% |
| Admin fee / account holder | $112 | $8,110-98.6% | $10,236-98.9% | $8,110-98.6% |