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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 | $7,423 | $259,158-97.1% | $45,802-83.8% | $259,158-97.1% |
| Participation rate | 100.0% | 95.8%+4.2pp | 97.9%+2.1pp | 95.8%+4.2pp |
| Annual return | 31.34% | 5.38%+26.0pp | 16.95%+14.4pp | 5.38%+26.0pp |
| Employer contribution / active EE | $2,311 | $22,268-89.6% | $54,338-95.7% | $22,268-89.6% |
| Participant deferral / active EE | $1,420 | $4,649-69.5% | $3,942-64.0% | $4,649-69.5% |
| Admin fee / account holder | $0 | $9,035-100.0% | $566-100.0% | $9,035-100.0% |