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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 | $108,006 | $318,230-66.1% | $306,246-64.7% | $287,034-62.4% |
| Participation rate | 100.0% | 68.8%+31.3pp | 62.9%+37.1pp | 55.9%+44.1pp |
| Annual return | 16.00% | 37.67%-21.7pp | 35.15%-19.2pp | 24.44%-8.4pp |
| Employer contribution / active EE | $1,867 | $48,357-96.1% | $46,386-96.0% | $41,341-95.5% |
| Participant deferral / active EE | $6,180 | $63+9745.7% | $72+8435.1% | $55+11052.3% |
| Admin fee / account holder | $0 | $4,311-100.0% | $4,448-100.0% | $22,013-100.0% |