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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 | $123,155-93.7% | $108,753-92.9% | $155,188-95.0% |
| Participation rate | 71.4% | 75.6%-4.2pp | 71.1%+0.3pp | 80.8%-9.4pp |
| Annual return | 20.92% | 44.73%-23.8pp | 37.47%-16.6pp | 148.84%-127.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,079 | $4,623+31.5% | $4,115+47.7% | $6,531-6.9% |
| Admin fee / account holder | $80 | $12,126-99.3% | $10,320-99.2% | $14,480-99.4% |