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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 | $137,452 | $116,289+18.2% | $106,128+29.5% | $330,599-58.4% |
| Participation rate | 100.0% | 17.5%+82.5pp | 12.2%+87.8pp | 43.7%+56.3pp |
| Annual return | 7.72% | 3.31%+4.4pp | 5.04%+2.7pp | 13.05%-5.3pp |
| Employer contribution / active EE | $0 | $33,999-100.0% | $26,454-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |