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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 | $66,815 | $259,158-74.2% | $132,531-49.6% | $259,158-74.2% |
| Participation rate | 100.0% | 95.8%+4.2pp | 93.5%+6.5pp | 95.8%+4.2pp |
| Annual return | 7.83% | 5.38%+2.5pp | -2.60%+10.4pp | 5.38%+2.5pp |
| Employer contribution / active EE | $2,793 | $22,268-87.5% | $10,558-73.5% | $22,268-87.5% |
| Participant deferral / active EE | $8,024 | $4,649+72.6% | $5,911+35.8% | $4,649+72.6% |
| Admin fee / account holder | $15 | $9,035-99.8% | $1,049-98.6% | $9,035-99.8% |