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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 | $17,194 | $178,174-90.3% | $156,181-89.0% | $137,256-87.5% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 13.93% | 84.19%-70.3pp | 64.87%-50.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,470 | $6,888-64.1% | $6,132-59.7% | $6,407-61.5% |
| Admin fee / account holder | $297 | $17,404-98.3% | $14,586-98.0% | $12,270-97.6% |