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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 | $7,280 | $156,398-95.3% | $147,318-95.1% | $138,895-94.8% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 29.18% | 78.75%-49.6pp | 70.43%-41.2pp | 145.39%-116.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,771 | $8,237-66.4% | $7,906-64.9% | $6,396-56.7% |
| Admin fee / account holder | $34 | $14,976-99.8% | $13,708-99.8% | $12,562-99.7% |