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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 | $12,757 | $261,171-95.1% | $252,559-94.9% | $222,458-94.3% |
| Participation rate | 100.0% | 58.0%+42.0pp | 50.9%+49.1pp | 48.7%+51.3pp |
| Annual return | -0.79% | -1.71%+0.9pp | -1.68%+0.9pp | -2.16%+1.4pp |
| Employer contribution / active EE | $1,348 | $47,449-97.2% | $44,959-97.0% | $42,957-96.9% |
| Participant deferral / active EE | $1,560 | $326+379.4% | $330+372.7% | $153+917.2% |
| Admin fee / account holder | $16 | $14,004-99.9% | $12,994-99.9% | $12,572-99.9% |