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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 | $8,554 | $202,389-95.8% | $198,173-95.7% | $248,183-96.6% |
| Participation rate | 100.0% | 48.7%+51.3pp | 42.0%+58.0pp | 45.9%+54.1pp |
| Annual return | 12.66% | 9.90%+2.8pp | 10.16%+2.5pp | 10.21%+2.4pp |
| Employer contribution / active EE | $3,864 | $36,071-89.3% | $33,192-88.4% | $42,272-90.9% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $39 | $7,397-99.5% | $7,531-99.5% | $13,518-99.7% |