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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 | $68,265 | $430,769-84.2% | $72,757-6.2% | $430,769-84.2% |
| Participation rate | 100.0% | 90.6%+9.4pp | 95.4%+4.6pp | 90.6%+9.4pp |
| Annual return | 7.95% | 10.77%-2.8pp | 6.77%+1.2pp | 10.77%-2.8pp |
| Employer contribution / active EE | $2,814 | $26,022-89.2% | $7,603-63.0% | $26,022-89.2% |
| Participant deferral / active EE | $3,279 | $6,968-52.9% | $2,773+18.2% | $6,968-52.9% |
| Admin fee / account holder | $30 | $18,309-99.8% | $1,223-97.5% | $18,309-99.8% |