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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 | $42,500 | $333,627-87.3% | $205,371-79.3% | $418,949-89.9% |
| Participation rate | 87.5% | 53.4%+34.1pp | 56.2%+31.3pp | 35.7%+51.8pp |
| Annual return | 18.52% | 4.86%+13.7pp | 5.90%+12.6pp | 15.19%+3.3pp |
| Employer contribution / active EE | $1,288 | $32,229-96.0% | $24,714-94.8% | $34,877-96.3% |
| Participant deferral / active EE | $2,130 | $249+754.7% | $644+230.9% | $86+2388.9% |
| Admin fee / account holder | $270 | $19,108-98.6% | $13,227-98.0% | $50,584-99.5% |