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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 | $67,524 | $52,076+29.7% | $56,546+19.4% | $107,032-36.9% |
| Participation rate | 100.0% | 34.6%+65.4pp | 50.6%+49.4pp | 9.9%+90.1pp |
| Annual return | 12.49% | -11.57%+24.1pp | -11.22%+23.7pp | -5.25%+17.7pp |
| Employer contribution / active EE | $0 | $21,762-100.0% | $32,882-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $973 | $1,047-7.1% | $579+67.9% | $120+712.0% |
| Admin fee / account holder | $270 | $669-59.6% | $1,473-81.7% | $3,859-93.0% |