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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 | $104,808 | $259,158-59.6% | $132,531-20.9% | $259,158-59.6% |
| Participation rate | 100.0% | 95.8%+4.2pp | 93.5%+6.5pp | 95.8%+4.2pp |
| Annual return | 7.97% | 5.38%+2.6pp | -2.60%+10.6pp | 5.38%+2.6pp |
| Employer contribution / active EE | $2,693 | $22,268-87.9% | $10,558-74.5% | $22,268-87.9% |
| Participant deferral / active EE | $4,443 | $4,649-4.4% | $5,911-24.8% | $4,649-4.4% |
| Admin fee / account holder | $35 | $9,035-99.6% | $1,049-96.7% | $9,035-99.6% |