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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 | $16,802 | $209,336-92.0% | $197,124-91.5% | $137,256-87.8% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 22.18% | 48.09%-25.9pp | 44.34%-22.2pp | 220.34%-198.2pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,266 | $9,614-66.0% | $9,135-64.2% | $6,407-49.0% |
| Admin fee / account holder | $33 | $17,308-99.8% | $16,298-99.8% | $12,270-99.7% |