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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 | $48,891 | $36,488+34.0% | $110,792-55.9% | $105,125-53.5% |
| Participation rate | 97.7% | 56.3%+41.4pp | 58.3%+39.4pp | 14.6%+83.1pp |
| Annual return | 0.98% | 1.95%-1.0pp | -0.33%+1.3pp | 10.56%-9.6pp |
| Employer contribution / active EE | $742 | $13,608-94.5% | $25,782-97.1% | $13,643-94.6% |
| Participant deferral / active EE | $1,107 | $838+32.1% | $928+19.3% | $62+1681.7% |
| Admin fee / account holder | $120 | $1,270-90.6% | $1,824-93.4% | $3,354-96.4% |