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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 | $7,191 | $185,312-96.1% | $161,489-95.5% | $154,746-95.4% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 22.31% | 103.84%-81.5pp | 89.72%-67.4pp | 172.34%-150.0pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,455 | $6,350-61.3% | $5,630-56.4% | $6,730-63.5% |
| Admin fee / account holder | $21 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |