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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 | $23,861 | $213,785-88.8% | $185,441-87.1% | $155,188-84.6% |
| Participation rate | 88.2% | 83.2%+5.0pp | 80.3%+8.0pp | 80.8%+7.4pp |
| Annual return | 19.94% | 19.97%0pp | 20.16%-0.2pp | 148.84%-128.9pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,416 | $6,864-35.7% | $6,152-28.2% | $6,531-32.4% |
| Admin fee / account holder | $115 | $21,134-99.5% | $17,890-99.4% | $14,480-99.2% |