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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 | $85,711 | $484,799-82.3% | $62,529+37.1% | $484,799-82.3% |
| Participation rate | 100.0% | 91.1%+8.9pp | 96.6%+3.4pp | 91.1%+8.9pp |
| Annual return | 12.55% | 5.95%+6.6pp | 9.13%+3.4pp | 5.95%+6.6pp |
| Employer contribution / active EE | $2,943 | $27,493-89.3% | $4,187-29.7% | $27,493-89.3% |
| Participant deferral / active EE | $5,939 | $6,572-9.6% | $4,156+42.9% | $6,572-9.6% |
| Admin fee / account holder | $30 | $18,209-99.8% | $858-96.5% | $18,209-99.8% |