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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 | $124,855 | $202,389-38.3% | $198,173-37.0% | $248,183-49.7% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 17.34% | 9.90%+7.4pp | 10.16%+7.2pp | 10.21%+7.1pp |
| Employer contribution / active EE | $7,000 | $36,071-80.6% | $33,192-78.9% | $42,272-83.4% |
| Participant deferral / active EE | $21,000 | $65+32188.5% | $66+31830.0% | $121+17298.3% |
| Admin fee / account holder | $0 | $7,397-100.0% | $7,531-100.0% | $13,518-100.0% |