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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 | $12,869 | $309,303-95.8% | $60,488-78.7% | $309,303-95.8% |
| Participation rate | 100.0% | 96.2%+3.8pp | 100.0%0pp | 96.2%+3.8pp |
| Annual return | 23.24% | 6.50%+16.7pp | 13.73%+9.5pp | 6.50%+16.7pp |
| Employer contribution / active EE | $2,706 | $25,613-89.4% | $24,041-88.7% | $25,613-89.4% |
| Participant deferral / active EE | $4,736 | $6,481-26.9% | $3,704+27.9% | $6,481-26.9% |
| Admin fee / account holder | $20 | $31,748-99.9% | $4,776-99.6% | $31,748-99.9% |