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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 | $38,491 | $63,154-39.1% | $198,173-80.6% | $46,757-17.7% |
| Participation rate | 97.4% | 20.8%+76.5pp | 42.0%+55.3pp | 11.3%+86.1pp |
| Annual return | 16.19% | 9.55%+6.6pp | 10.16%+6.0pp | 10.41%+5.8pp |
| Employer contribution / active EE | $2,856 | $14,371-80.1% | $33,192-91.4% | $14,691-80.6% |
| Participant deferral / active EE | $783 | $6+12652.0% | $66+1090.2% | $58+1245.0% |
| Admin fee / account holder | $0 | $5,973-100.0% | $7,531-100.0% | $2,646-100.0% |