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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 | $40,525 | $52,477-22.8% | $157,677-74.3% | $52,198-22.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 28.6%+71.4pp | 11.0%+89.0pp |
| Annual return | 11.54% | 9.01%+2.5pp | 8.41%+3.1pp | 8.21%+3.3pp |
| Employer contribution / active EE | $1,530 | $10,608-85.6% | $41,333-96.3% | $13,837-88.9% |
| Participant deferral / active EE | $823 | $350+135.5% | $40+1960.9% | $62+1238.3% |
| Admin fee / account holder | $271 | $6,127-95.6% | $3,303-91.8% | $1,652-83.6% |