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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 | $12,493 | $545,454-97.7% | $534,296-97.7% | $430,769-97.1% |
| Participation rate | 100.0% | 94.8%+5.2pp | 92.1%+7.9pp | 90.6%+9.4pp |
| Annual return | 1.66% | -0.06%+1.7pp | 0.02%+1.6pp | 10.77%-9.1pp |
| Employer contribution / active EE | $1,756 | $34,675-94.9% | $34,080-94.8% | $26,022-93.3% |
| Participant deferral / active EE | $3,276 | $3,733-12.3% | $3,667-10.7% | $6,968-53.0% |
| Admin fee / account holder | $38 | $11,320-99.7% | $11,850-99.7% | $18,309-99.8% |