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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 | $40,383 | $290,899-86.1% | $260,109-84.5% | $248,183-83.7% |
| Participation rate | 100.0% | 52.7%+47.3pp | 43.2%+56.8pp | 45.9%+54.1pp |
| Annual return | 11.04% | 7.75%+3.3pp | 8.93%+2.1pp | 10.21%+0.8pp |
| Employer contribution / active EE | $208 | $50,686-99.6% | $43,470-99.5% | $42,272-99.5% |
| Participant deferral / active EE | $3,013 | $229+1214.5% | $223+1248.6% | $121+2396.1% |
| Admin fee / account holder | $177 | $1,279-86.1% | $1,225-85.5% | $13,518-98.7% |