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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 | $25,109 | $128,324-80.4% | $115,507-78.3% | $237,064-89.4% |
| Participation rate | 100.0% | 52.7%+47.3pp | 42.8%+57.2pp | 45.6%+54.4pp |
| Annual return | 7.92% | 3.98%+3.9pp | 4.07%+3.9pp | 4.16%+3.8pp |
| Employer contribution / active EE | $1,440 | $53,200-97.3% | $45,149-96.8% | $42,918-96.6% |
| Participant deferral / active EE | $1,871 | $90+1980.3% | $92+1934.0% | $128+1364.0% |
| Admin fee / account holder | $9 | $241,606-100.0% | $203,571-100.0% | $21,465-100.0% |