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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 | $135,715 | $261,171-48.0% | $252,559-46.3% | $222,458-39.0% |
| Participation rate | 100.0% | 58.0%+42.0pp | 50.9%+49.1pp | 48.7%+51.3pp |
| Annual return | -1.80% | -1.71%-0.1pp | -1.68%-0.1pp | -2.16%+0.4pp |
| Employer contribution / active EE | $1,625 | $47,449-96.6% | $44,959-96.4% | $42,957-96.2% |
| Participant deferral / active EE | $15,100 | $326+4538.7% | $330+4474.2% | $153+9743.6% |
| Admin fee / account holder | $0 | $14,004-100.0% | $12,994-100.0% | $12,572-100.0% |