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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 | $62,930 | $202,389-68.9% | $198,173-68.2% | $248,183-74.6% |
| Participation rate | 81.0% | 48.7%+32.2pp | 42.0%+38.9pp | 45.9%+35.1pp |
| Annual return | 9.74% | 9.90%-0.2pp | 10.16%-0.4pp | 10.21%-0.5pp |
| Employer contribution / active EE | $5,652 | $36,071-84.3% | $33,192-83.0% | $42,272-86.6% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $142 | $7,397-98.1% | $7,531-98.1% | $13,518-99.0% |