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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 | $14,785 | $154,228-90.4% | $145,433-89.8% | $137,256-89.2% |
| Participation rate | 73.9% | 83.8%-9.9pp | 82.1%-8.2pp | 80.0%-6.0pp |
| Annual return | 39.83% | 74.59%-34.8pp | 66.58%-26.7pp | 220.34%-180.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,136 | $8,216-25.3% | $7,897-22.3% | $6,407-4.2% |
| Admin fee / account holder | $251 | $14,344-98.2% | $13,129-98.1% | $12,270-98.0% |