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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 | $5 | $554,306-100.0% | $191,884-100.0% | $554,306-100.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 74.6%+25.4pp | 84.6%+15.4pp |
| Annual return | 3.23% | 10.47%-7.2pp | 7.30%-4.1pp | 10.47%-7.2pp |
| Employer contribution / active EE | $0 | $25,289-100.0% | $17,805-100.0% | $25,289-100.0% |
| Participant deferral / active EE | $0 | $3,690-100.0% | $3,389-100.0% | $3,690-100.0% |
| Admin fee / account holder | $0 | $49,540-100.0% | $2,176-100.0% | $49,540-100.0% |