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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 | $158,957 | $433,437-63.3% | $415,992-61.8% | $479,618-66.9% |
| Participation rate | 100.0% | 91.5%+8.5pp | 89.9%+10.1pp | 89.3%+10.7pp |
| Annual return | 22.84% | -3.67%+26.5pp | -4.46%+27.3pp | 101.32%-78.5pp |
| Employer contribution / active EE | $1,328 | $19,293-93.1% | $19,238-93.1% | $22,484-94.1% |
| Participant deferral / active EE | $0 | $11,520-100.0% | $11,096-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $6,482-100.0% | $12,520-100.0% |