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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 | $14,536 | $176,816-91.8% | $176,816-91.8% | $237,064-93.9% |
| Participation rate | 75.0% | 47.0%+28.0pp | 39.2%+35.8pp | 45.6%+29.4pp |
| Annual return | 0.00% | 2.97%-3.0pp | 2.89%-2.9pp | 4.16%-4.2pp |
| Employer contribution / active EE | $1,590 | $44,301-96.4% | $39,831-96.0% | $42,918-96.3% |
| Participant deferral / active EE | $8,350 | $98+8404.9% | $99+8355.6% | $128+6432.2% |
| Admin fee / account holder | $0 | $478-100.0% | $478-100.0% | $21,465-100.0% |