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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 | $42,474 | $254,759-83.3% | $216,567-80.4% | $198,609-78.6% |
| Participation rate | 71.4% | 84.5%-13.1pp | 81.6%-10.2pp | 82.4%-10.9pp |
| Annual return | 26.56% | 10.04%+16.5pp | 12.94%+13.6pp | 202.70%-176.1pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,741 | $6,948-31.8% | $6,191-23.4% | $6,977-32.1% |
| Admin fee / account holder | $135 | $26,311-99.5% | $21,981-99.4% | $19,030-99.3% |