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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 | $30,193 | $135,905-77.8% | $126,068-76.1% | $198,609-84.8% |
| Participation rate | 83.3% | 85.6%-2.3pp | 84.7%-1.4pp | 82.4%+1.0pp |
| Annual return | 19.16% | 14.07%+5.1pp | 15.01%+4.1pp | 202.70%-183.5pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $10,099 | $8,523+18.5% | $8,214+22.9% | $6,977+44.8% |
| Admin fee / account holder | $99 | $21,036-99.5% | $18,264-99.5% | $19,030-99.5% |