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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 | $33,694 | $323,458-89.6% | $282,424-88.1% | $380,063-91.1% |
| Participation rate | 100.0% | 40.6%+59.4pp | 27.9%+72.1pp | 27.7%+72.3pp |
| Annual return | 6.86% | 3.54%+3.3pp | 3.87%+3.0pp | 15.59%-8.7pp |
| Employer contribution / active EE | $9,972 | $31,139-68.0% | $28,590-65.1% | $33,256-70.0% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $13,003-100.0% | $8,735-100.0% | $21,009-100.0% |