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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 | $13,686 | $78,197-82.5% | $98,090-86.0% | $82,637-83.4% |
| Participation rate | 94.2% | 77.5%+16.8pp | 81.5%+12.7pp | 68.1%+26.2pp |
| Annual return | 25.43% | 40.25%-14.8pp | 37.05%-11.6pp | 53.51%-28.1pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,537 | $6,636-31.6% | $7,845-42.2% | $4,126+9.9% |
| Admin fee / account holder | $50 | $14,832-99.7% | $11,815-99.6% | $7,339-99.3% |