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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 | $9,413 | $181,896-94.8% | $156,551-94.0% | $273,972-96.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.68% | 30.74%-25.1pp | 32.23%-26.5pp | 41.46%-35.8pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,120 | $5,550-61.8% | $4,871-56.5% | $5,287-59.9% |
| Admin fee / account holder | $141 | $15,560-99.1% | $13,028-98.9% | $10,133-98.6% |