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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 | $9,112 | $63,365-85.6% | $91,994-90.1% | $72,975-87.5% |
| Participation rate | 86.7% | 72.5%+14.2pp | 78.6%+8.0pp | 69.5%+17.2pp |
| Annual return | 41.94% | 35.35%+6.6pp | 69.04%-27.1pp | 81.01%-39.1pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,280 | $4,883+8.1% | $5,924-10.9% | $3,608+46.3% |
| Admin fee / account holder | $0 | $4,670-100.0% | $7,744-100.0% | $5,124-100.0% |