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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 | $29,306 | $128,324-77.2% | $115,507-74.6% | $237,064-87.6% |
| Participation rate | 100.0% | 52.7%+47.3pp | 42.8%+57.2pp | 45.6%+54.4pp |
| Annual return | 3.47% | 3.98%-0.5pp | 4.07%-0.6pp | 4.16%-0.7pp |
| Employer contribution / active EE | $1,828 | $53,200-96.6% | $45,149-96.0% | $42,918-95.7% |
| Participant deferral / active EE | $2,701 | $90+2902.5% | $92+2835.7% | $128+2013.0% |
| Admin fee / account holder | $42 | $241,606-100.0% | $203,571-100.0% | $21,465-99.8% |