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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 | $18,761 | $136,860-86.3% | $120,344-84.4% | $154,746-87.9% |
| Participation rate | 77.8% | 79.9%-2.1pp | 76.7%+1.1pp | 80.7%-2.9pp |
| Annual return | 23.27% | 21.38%+1.9pp | 20.30%+3.0pp | 172.34%-149.1pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,737 | $5,793-52.8% | $5,135-46.7% | $6,730-59.3% |
| Admin fee / account holder | $10 | $15,393-99.9% | $12,742-99.9% | $14,365-99.9% |