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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 | $164,716 | $171,008-3.7% | $163,428+0.8% | $285,997-42.4% |
| Participation rate | 100.0% | 20.1%+79.9pp | 15.9%+84.1pp | 55.8%+44.2pp |
| Annual return | 22.66% | 9.19%+13.5pp | 9.36%+13.3pp | 24.44%-1.8pp |
| Employer contribution / active EE | $0 | $35,866-100.0% | $31,270-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $149-100.0% | $263-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,697-100.0% | $9,460-100.0% | $22,013-100.0% |