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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 | $8,905 | $63,773-86.0% | $81,286-89.0% | $80,925-89.0% |
| Participation rate | 95.0% | 63.9%+31.1pp | 69.5%+25.5pp | 67.7%+27.3pp |
| Annual return | 18.45% | 16.37%+2.1pp | 24.80%-6.3pp | 35.65%-17.2pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,770 | $3,093+54.2% | $3,883+22.9% | $4,299+11.0% |
| Admin fee / account holder | $82 | $5,682-98.5% | $5,764-98.6% | $6,940-98.8% |