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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 | $36,190 | $161,673-77.6% | $161,673-77.6% | $254,173-85.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 41.7%+58.3pp | 43.0%+57.0pp |
| Annual return | 10.12% | 9.27%+0.9pp | 9.65%+0.5pp | 259.17%-249.1pp |
| Employer contribution / active EE | $0 | $32,307-100.0% | $27,458-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $35-100.0% | $33-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $23,561-100.0% | $23,561-100.0% | $21,502-100.0% |