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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 | $122,725 | $93,040+31.9% | $148,078-17.1% | $330,599-62.9% |
| Participation rate | 100.0% | 13.3%+86.7pp | 5.4%+94.6pp | 43.7%+56.3pp |
| Annual return | 7.72% | 3.77%+4.0pp | 6.70%+1.0pp | 13.05%-5.3pp |
| Employer contribution / active EE | $6,923 | $35,747-80.6% | $25,217-72.5% | $37,664-81.6% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $48-100.0% |
| Admin fee / account holder | $275 | $2750% | $7,182-96.2% | $31,365-99.1% |