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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 | $23,946 | $253,814-90.6% | $226,711-89.4% | $222,458-89.2% |
| Participation rate | 100.0% | 61.5%+38.5pp | 48.3%+51.7pp | 48.7%+51.3pp |
| Annual return | 0.04% | -1.65%+1.7pp | -1.71%+1.7pp | -2.16%+2.2pp |
| Employer contribution / active EE | $1,723 | $52,988-96.7% | $45,357-96.2% | $42,949-96.0% |
| Participant deferral / active EE | $2,518 | $180+1300.3% | $175+1342.7% | $153+1541.1% |
| Admin fee / account holder | $0 | $8,341-100.0% | $7,161-100.0% | $12,572-100.0% |