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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 | $43,025 | $150,398-71.4% | $162,072-73.5% | $254,173-83.1% |
| Participation rate | 100.0% | 42.3%+57.7pp | 33.1%+66.9pp | 43.0%+57.0pp |
| Annual return | 10.08% | 7.88%+2.2pp | 8.01%+2.1pp | 259.17%-249.1pp |
| Employer contribution / active EE | $4,500 | $36,826-87.8% | $29,476-84.7% | $41,471-89.1% |
| Participant deferral / active EE | $0 | $818-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $189 | $223-15.3% | $630-70.1% | $21,502-99.1% |