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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 | $22,637 | $167,415-86.5% | $140,514-83.9% | $198,609-88.6% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 17.23% | 13.85%+3.4pp | 14.36%+2.9pp | 202.70%-185.5pp |
| Employer contribution / active EE | $667 | $4,088-83.7% | $3,378-80.3% | $5,055-86.8% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $203 | $16,730-98.8% | $13,697-98.5% | $19,030-98.9% |