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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 | $34,441 | $268,458-87.2% | $264,156-87.0% | $237,064-85.5% |
| Participation rate | 94.1% | 50.9%+43.2pp | 45.6%+48.5pp | 45.6%+48.5pp |
| Annual return | 3.51% | 4.72%-1.2pp | 4.74%-1.2pp | 4.16%-0.7pp |
| Employer contribution / active EE | $1,401 | $48,881-97.1% | $46,220-97.0% | $42,916-96.7% |
| Participant deferral / active EE | $4,807 | $242+1888.0% | $248+1841.1% | $128+3660.3% |
| Admin fee / account holder | $246 | $12,218-98.0% | $12,050-98.0% | $21,465-98.9% |