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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 | $33,036 | $337,579-90.2% | $268,191-87.7% | $270,507-87.8% |
| Participation rate | 100.0% | 92.3%+7.7pp | 87.6%+12.4pp | 93.5%+6.5pp |
| Annual return | -5.04% | -3.50%-1.5pp | -5.54%+0.5pp | -4.71%-0.3pp |
| Employer contribution / active EE | $694 | $19,140-96.4% | $17,350-96.0% | $25,782-97.3% |
| Participant deferral / active EE | $4,186 | $2,514+66.5% | $2,151+94.6% | $5,950-29.6% |
| Admin fee / account holder | $0 | $4,261-100.0% | $3,454-100.0% | $10,647-100.0% |