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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 | $28,344 | $186,737-84.8% | $186,737-84.8% | $248,183-88.6% |
| Participation rate | 75.0% | 38.0%+37.0pp | 31.3%+43.8pp | 45.9%+29.1pp |
| Annual return | 20.11% | 7.39%+12.7pp | 7.90%+12.2pp | 10.21%+9.9pp |
| Employer contribution / active EE | $1,625 | $46,520-96.5% | $41,695-96.1% | $42,272-96.2% |
| Participant deferral / active EE | $9,260 | $42+21776.1% | $47+19640.3% | $121+7571.8% |
| Admin fee / account holder | $0 | $811-100.0% | $811-100.0% | $13,518-100.0% |