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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 | $217,628 | $225,449-3.5% | $219,466-0.8% | $237,064-8.2% |
| Participation rate | 100.0% | 50.3%+49.7pp | 44.6%+55.4pp | 45.6%+54.4pp |
| Annual return | 6.47% | 4.17%+2.3pp | 5.00%+1.5pp | 4.16%+2.3pp |
| Employer contribution / active EE | $6,667 | $39,228-83.0% | $35,918-81.4% | $42,918-84.5% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |