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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 | $77,948 | $468,795-83.4% | $86,364-9.7% | $468,795-83.4% |
| Participation rate | 100.0% | 85.1%+14.9pp | 92.7%+7.3pp | 85.1%+14.9pp |
| Annual return | 14.40% | 39.95%-25.6pp | 12.73%+1.7pp | 39.95%-25.6pp |
| Employer contribution / active EE | $0 | $28,085-100.0% | $4,636-100.0% | $28,085-100.0% |
| Participant deferral / active EE | $14,274 | $10,110+41.2% | $6,159+131.8% | $10,110+41.2% |
| Admin fee / account holder | $0 | $8,110-100.0% | $920-100.0% | $8,110-100.0% |