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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 | $5,261 | $225,673-97.7% | $203,872-97.4% | $155,188-96.6% |
| Participation rate | 80.0% | 80.3%-0.3pp | 77.8%+2.2pp | 80.8%-0.8pp |
| Annual return | 8.59% | 95.91%-87.3pp | 85.11%-76.5pp | 148.84%-140.2pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,416 | $6,893-79.5% | $6,388-77.8% | $6,531-78.3% |
| Admin fee / account holder | $177 | $12,327-98.6% | $11,730-98.5% | $14,480-98.8% |