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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 | $7,772 | $124,980-93.8% | $108,359-92.8% | $154,746-95.0% |
| Participation rate | 71.4% | 75.2%-3.7pp | 70.1%+1.3pp | 80.7%-9.3pp |
| Annual return | 20.92% | 45.00%-24.1pp | 36.89%-16.0pp | 172.34%-151.4pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,079 | $4,743+28.2% | $4,137+46.9% | $6,730-9.7% |
| Admin fee / account holder | $80 | $11,502-99.3% | $9,741-99.2% | $14,365-99.4% |