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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 | $54,316 | $192,455-71.8% | $192,455-71.8% | $254,542-78.7% |
| Participation rate | 100.0% | 32.0%+68.0pp | 27.6%+72.4pp | 47.3%+52.7pp |
| Annual return | 20.78% | 9.96%+10.8pp | 50.81%-30.0pp | 12.16%+8.6pp |
| Employer contribution / active EE | $3,059 | $48,404-93.7% | $42,739-92.8% | $44,747-93.2% |
| Participant deferral / active EE | $12,901 | $88+14613.6% | $90+14196.1% | $170+7472.8% |
| Admin fee / account holder | $0 | $2,268-100.0% | $2,268-100.0% | $17,640-100.0% |