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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 | $43,869 | $254,759-82.8% | $216,567-79.7% | $198,609-77.9% |
| Participation rate | 72.2% | 84.5%-12.3pp | 81.6%-9.4pp | 82.4%-10.2pp |
| Annual return | 19.77% | 10.04%+9.7pp | 12.94%+6.8pp | 202.70%-182.9pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,640 | $6,948-47.6% | $6,191-41.2% | $6,977-47.8% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |