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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 | $5,093 | $162,785-96.9% | $133,959-96.2% | $158,950-96.8% |
| Participation rate | 87.0% | 83.2%+3.7pp | 79.8%+7.1pp | 82.0%+5.0pp |
| Annual return | 21.12% | 41.94%-20.8pp | 45.09%-24.0pp | 302.91%-281.8pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,590 | $5,910-56.2% | $5,047-48.7% | $5,983-56.7% |
| Admin fee / account holder | $267 | $11,738-97.7% | $8,928-97.0% | $11,248-97.6% |