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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 | $6,064 | $268,458-97.7% | $264,156-97.7% | $237,064-97.4% |
| Participation rate | 100.0% | 50.9%+49.1pp | 45.6%+54.4pp | 45.6%+54.4pp |
| Annual return | 8.54% | 4.72%+3.8pp | 4.74%+3.8pp | 4.16%+4.4pp |
| Employer contribution / active EE | $1,716 | $48,881-96.5% | $46,220-96.3% | $42,918-96.0% |
| Participant deferral / active EE | $520 | $242+115.1% | $248+110.0% | $128+306.8% |
| Admin fee / account holder | $0 | $12,218-100.0% | $12,050-100.0% | $21,465-100.0% |