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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 | $104,507 | $278,553-62.5% | $267,477-60.9% | $349,369-70.1% |
| Participation rate | 100.0% | 44.1%+55.9pp | 35.5%+64.5pp | 44.4%+55.6pp |
| Annual return | 5.65% | -41.92%+47.6pp | -38.86%+44.5pp | -14.65%+20.3pp |
| Employer contribution / active EE | $6,992 | $40,095-82.6% | $37,752-81.5% | $46,321-84.9% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $180 | $15,763-98.9% | $16,942-98.9% | $14,582-98.8% |