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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 | $36,222 | $290,899-87.5% | $260,109-86.1% | $248,183-85.4% |
| Participation rate | 100.0% | 52.7%+47.3pp | 43.2%+56.8pp | 45.9%+54.1pp |
| Annual return | 7.57% | 7.75%-0.2pp | 8.93%-1.4pp | 10.21%-2.6pp |
| Employer contribution / active EE | $1,869 | $50,686-96.3% | $43,470-95.7% | $42,272-95.6% |
| Participant deferral / active EE | $2,829 | $229+1134.3% | $223+1166.3% | $121+2243.8% |
| Admin fee / account holder | $159 | $1,279-87.6% | $1,225-87.0% | $13,518-98.8% |