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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 | $12,090 | $155,555-92.2% | $146,866-91.8% | $155,188-92.2% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.5%+10.3pp | 80.8%+12.1pp |
| Annual return | 22.36% | 115.41%-93.1pp | 102.85%-80.5pp | 148.84%-126.5pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,190 | $8,044-35.5% | $7,759-33.1% | $6,531-20.5% |
| Admin fee / account holder | $62 | $14,755-99.6% | $13,620-99.5% | $14,480-99.6% |