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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 | $20,922 | $225,449-90.7% | $219,466-90.5% | $237,064-91.2% |
| Participation rate | 100.0% | 50.3%+49.7pp | 44.6%+55.4pp | 45.6%+54.4pp |
| Annual return | 7.98% | 4.17%+3.8pp | 5.00%+3.0pp | 4.16%+3.8pp |
| Employer contribution / active EE | $1,037 | $39,228-97.4% | $35,918-97.1% | $42,918-97.6% |
| Participant deferral / active EE | $1,712 | $74+2211.8% | $75+2173.4% | $128+1239.2% |
| Admin fee / account holder | -$27 | $13,772-100.2% | $13,204-100.2% | $21,465-100.1% |