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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 | $128,318 | $427,750-70.0% | $416,308-69.2% | $484,799-73.5% |
| Participation rate | 100.0% | 94.2%+5.8pp | 93.1%+6.9pp | 91.1%+8.9pp |
| Annual return | 6.49% | 8.17%-1.7pp | 8.83%-2.3pp | 5.95%+0.5pp |
| Employer contribution / active EE | $2,622 | $24,272-89.2% | $24,478-89.3% | $27,493-90.5% |
| Participant deferral / active EE | $0 | $13,509-100.0% | $13,255-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $15,117-100.0% | $14,896-100.0% | $18,209-100.0% |