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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 | $21,811 | $87,132-75.0% | $105,624-79.4% | $80,959-73.1% |
| Participation rate | 74.4% | 70.4%+3.9pp | 75.3%-0.9pp | 67.7%+6.7pp |
| Annual return | 21.08% | 17.03%+4.0pp | 116.20%-95.1pp | 35.67%-14.6pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,839 | $3,985+46.5% | $5,013+16.5% | $4,300+35.8% |
| Admin fee / account holder | $14 | $8,449-99.8% | $10,961-99.9% | $6,925-99.8% |