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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 | $39,762 | $142,459-72.1% | $110,523-64.0% | $237,064-83.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 47.6%+52.4pp | 45.6%+54.4pp |
| Annual return | 6.28% | 0.75%+5.5pp | 1.69%+4.6pp | 4.16%+2.1pp |
| Employer contribution / active EE | $3,420 | $33,373-89.8% | $24,295-85.9% | $42,918-92.0% |
| Participant deferral / active EE | $3,699 | $1,105+234.7% | $1,031+258.8% | $128+2793.7% |
| Admin fee / account holder | $0 | $905-100.0% | $1,392-100.0% | $21,465-100.0% |