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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 | $42,078 | $479,618-91.2% | $138,598-69.6% | $479,618-91.2% |
| Participation rate | 100.0% | 89.3%+10.7pp | 98.1%+1.9pp | 89.3%+10.7pp |
| Annual return | 8.62% | 101.32%-92.7pp | -1.57%+10.2pp | 101.32%-92.7pp |
| Employer contribution / active EE | $2,781 | $22,484-87.6% | $11,733-76.3% | $22,484-87.6% |
| Participant deferral / active EE | $6,434 | $7,699-16.4% | $7,210-10.8% | $7,699-16.4% |
| Admin fee / account holder | $35 | $12,520-99.7% | $2,828-98.8% | $12,520-99.7% |