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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 | $40,795 | $533,381-92.4% | $468,504-91.3% | $483,246-91.6% |
| Participation rate | 100.0% | 93.9%+6.1pp | 94.1%+5.9pp | 93.7%+6.3pp |
| Annual return | 15.04% | 12.29%+2.7pp | 12.79%+2.3pp | 24.97%-9.9pp |
| Employer contribution / active EE | $0 | $17,348-100.0% | $16,822-100.0% | $28,334-100.0% |
| Participant deferral / active EE | $3,190 | $4,861-34.4% | $3,950-19.2% | $7,967-60.0% |
| Admin fee / account holder | $0 | $58,532-100.0% | $48,878-100.0% | $20,852-100.0% |