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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 | $95,374 | $587,889-83.8% | $159,156-40.1% | $587,889-83.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 85.0%+15.0pp | 87.9%+12.1pp |
| Annual return | 20.97% | 19.70%+1.3pp | 10.03%+10.9pp | 19.70%+1.3pp |
| Employer contribution / active EE | $3,500 | $21,263-83.5% | $11,593-69.8% | $21,263-83.5% |
| Participant deferral / active EE | $4,200 | $8,361-49.8% | $4,578-8.3% | $8,361-49.8% |
| Admin fee / account holder | $60 | $49,457-99.9% | $122,144-100.0% | $49,457-99.9% |