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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 | $120,247 | $337,745-64.4% | $337,745-64.4% | $287,034-58.1% |
| Participation rate | 100.0% | 53.6%+46.4pp | 44.1%+55.9pp | 55.9%+44.1pp |
| Annual return | 14.61% | 9.53%+5.1pp | 9.57%+5.0pp | 24.44%-9.8pp |
| Employer contribution / active EE | $2,477 | $44,170-94.4% | $39,758-93.8% | $41,344-94.0% |
| Participant deferral / active EE | $11,345 | $40+28513.2% | $45+24836.6% | $55+20367.1% |
| Admin fee / account holder | $0 | $352,588-100.0% | $352,588-100.0% | $22,013-100.0% |