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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 | $14,177 | $162,136-91.3% | $152,301-90.7% | $154,746-90.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 22.66% | 91.02%-68.4pp | 80.50%-57.8pp | 172.34%-149.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,247 | $8,341-49.1% | $8,004-46.9% | $6,730-36.9% |
| Admin fee / account holder | $24 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |