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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 | $18,474 | $127,387-85.5% | $115,038-83.9% | $125,389-85.3% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 26.28% | 31.28%-5.0pp | 26.14%+0.1pp | 282.24%-256.0pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,296 | $6,423-2.0% | $6,026+4.5% | $5,352+17.6% |
| Admin fee / account holder | $59 | $9,516-99.4% | $8,175-99.3% | $9,541-99.4% |