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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 | $22,745 | $177,595-87.2% | $148,496-84.7% | $198,609-88.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 10.75% | 9.97%+0.8pp | 12.33%-1.6pp | 202.70%-191.9pp |
| Employer contribution / active EE | $886 | $4,098-78.4% | $3,497-74.7% | $5,055-82.5% |
| Participant deferral / active EE | $2,324 | $5,539-58.1% | $4,808-51.7% | $6,977-66.7% |
| Admin fee / account holder | $215 | $27,010-99.2% | $19,547-98.9% | $19,030-98.9% |