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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 | $25,589 | $225,449-88.6% | $219,466-88.3% | $237,064-89.2% |
| Participation rate | 81.8% | 50.3%+31.6pp | 44.6%+37.2pp | 45.6%+36.2pp |
| Annual return | 5.35% | 4.17%+1.2pp | 5.00%+0.3pp | 4.16%+1.2pp |
| Employer contribution / active EE | $10,000 | $39,228-74.5% | $35,918-72.2% | $42,918-76.7% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $217 | $13,772-98.4% | $13,204-98.4% | $21,465-99.0% |