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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 | $29,840 | $181,896-83.6% | $156,551-80.9% | $273,972-89.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.31% | 30.74%-27.4pp | 32.23%-28.9pp | 41.46%-38.2pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,450 | $5,550-1.8% | $4,871+11.9% | $5,287+3.1% |
| Admin fee / account holder | $20 | $15,560-99.9% | $13,028-99.8% | $10,133-99.8% |