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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 | $34,799 | $484,799-92.8% | $62,529-44.3% | $484,799-92.8% |
| Participation rate | 100.0% | 91.1%+8.9pp | 96.6%+3.4pp | 91.1%+8.9pp |
| Annual return | 4.75% | 5.95%-1.2pp | 9.13%-4.4pp | 5.95%-1.2pp |
| Employer contribution / active EE | $2,741 | $27,493-90.0% | $4,187-34.5% | $27,493-90.0% |
| Participant deferral / active EE | $3,771 | $6,572-42.6% | $4,156-9.3% | $6,572-42.6% |
| Admin fee / account holder | $25 | $18,209-99.9% | $858-97.0% | $18,209-99.9% |