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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 | $27,105 | $290,899-90.7% | $260,109-89.6% | $248,183-89.1% |
| Participation rate | 100.0% | 52.7%+47.3pp | 43.2%+56.8pp | 45.9%+54.1pp |
| Annual return | 20.11% | 7.75%+12.4pp | 8.93%+11.2pp | 10.21%+9.9pp |
| Employer contribution / active EE | $2,051 | $50,686-96.0% | $43,470-95.3% | $42,272-95.1% |
| Participant deferral / active EE | $2,685 | $229+1071.6% | $223+1102.0% | $121+2124.8% |
| Admin fee / account holder | $10 | $1,279-99.2% | $1,225-99.2% | $13,518-99.9% |