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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 | $150,056 | $290,873-48.4% | $290,873-48.4% | $330,599-54.6% |
| Participation rate | 100.0% | 31.3%+68.8pp | 27.8%+72.2pp | 43.7%+56.3pp |
| Annual return | 13.02% | 6.78%+6.2pp | 7.19%+5.8pp | 13.05%0pp |
| Employer contribution / active EE | $3,194 | $39,638-91.9% | $35,958-91.1% | $37,664-91.5% |
| Participant deferral / active EE | $15,680 | $156+9982.3% | $162+9551.5% | $48+32731.9% |
| Admin fee / account holder | $48 | $1,724-97.2% | $1,724-97.2% | $31,365-99.8% |