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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 | $121,247 | $496,847-75.6% | $496,847-75.6% | $484,799-75.0% |
| Participation rate | 100.0% | 92.6%+7.4pp | 92.6%+7.4pp | 91.1%+8.9pp |
| Annual return | 12.27% | 6.05%+6.2pp | 20.30%-8.0pp | 5.95%+6.3pp |
| Employer contribution / active EE | $3,333 | $17,763-81.2% | $18,413-81.9% | $27,493-87.9% |
| Participant deferral / active EE | $0 | $6,361-100.0% | $5,587-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $12,651-100.0% | $12,651-100.0% | $18,209-100.0% |