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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 | $47,547 | $430,769-89.0% | $253,352-81.2% | $430,769-89.0% |
| Participation rate | 100.0% | 90.6%+9.4pp | 83.3%+16.7pp | 90.6%+9.4pp |
| Annual return | 4.47% | 10.77%-6.3pp | 2.76%+1.7pp | 10.77%-6.3pp |
| Employer contribution / active EE | $2,866 | $26,022-89.0% | $14,730-80.5% | $26,022-89.0% |
| Participant deferral / active EE | $0 | $6,968-100.0% | $0 | $6,968-100.0% |
| Admin fee / account holder | $208 | $18,309-98.9% | $966-78.5% | $18,309-98.9% |