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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 | $14,499 | $26,894-46.1% | $362,723-96.0% | $317,036-95.4% |
| Participation rate | 75.7% | 44.9%+30.8pp | 37.9%+37.8pp | 13.0%+62.7pp |
| Annual return | 9.60% | 10.76%-1.2pp | 10.56%-1.0pp | 13.59%-4.0pp |
| Employer contribution / active EE | $3,914 | $10,184-61.6% | $30,199-87.0% | $14,592-73.2% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $280-100.0% | $2,168-100.0% | $29,657-100.0% |