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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 | $73,154 | $821,658-91.1% | $740,967-90.1% | $382,429-80.9% |
| Participation rate | 100.0% | 93.5%+6.5pp | 93.1%+6.9pp | 87.7%+12.3pp |
| Annual return | 1.73% | 11.77%-10.0pp | 11.85%-10.1pp | 248.85%-247.1pp |
| Employer contribution / active EE | $3,891 | $11,052-64.8% | $10,506-63.0% | $8,036-51.6% |
| Participant deferral / active EE | $0 | $6,303-100.0% | $6,284-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $85,347-100.0% | $75,689-100.0% | $30,732-100.0% |