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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 | $115,225-93.3% | $100,712-92.3% | $138,895-94.4% |
| Participation rate | 71.4% | 74.3%-2.9pp | 69.3%+2.2pp | 79.9%-8.5pp |
| Annual return | 20.92% | 40.35%-19.4pp | 33.27%-12.4pp | 145.39%-124.5pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,079 | $4,699+29.4% | $4,085+48.8% | $6,396-5.0% |
| Admin fee / account holder | $80 | $10,844-99.3% | $9,256-99.1% | $12,562-99.4% |