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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 | $40,586 | $186,381-78.2% | $428,620-90.5% | $317,036-87.2% |
| Participation rate | 100.0% | 28.2%+71.8pp | 46.0%+54.0pp | 13.0%+87.0pp |
| Annual return | 15.60% | 12.39%+3.2pp | 20.73%-5.1pp | 13.59%+2.0pp |
| Employer contribution / active EE | $2,905 | $14,456-79.9% | $36,503-92.0% | $14,592-80.1% |
| Participant deferral / active EE | $1,938 | $9+21990.8% | $77+2405.7% | $67+2796.3% |
| Admin fee / account holder | $0 | $2,031-100.0% | $7,495-100.0% | $29,657-100.0% |