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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 | $70,956 | $229,060-69.0% | $229,060-69.0% | $254,173-72.1% |
| Participation rate | 100.0% | 30.0%+70.0pp | 27.3%+72.7pp | 43.0%+57.0pp |
| Annual return | 13.16% | 7.44%+5.7pp | 7.48%+5.7pp | 259.17%-246.0pp |
| Employer contribution / active EE | $3,019 | $44,612-93.2% | $39,603-92.4% | $41,471-92.7% |
| Participant deferral / active EE | $15,965 | $127+12459.6% | $172+9200.6% | $153+10329.2% |
| Admin fee / account holder | $20 | $1,197-98.3% | $1,197-98.3% | $21,502-99.9% |