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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 | $22,344 | $177,156-87.4% | $147,027-84.8% | $154,746-85.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 73.7%+6.3pp | 80.7%-0.7pp |
| Annual return | 23.84% | 21.94%+1.9pp | 20.23%+3.6pp | 172.34%-148.5pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,315 | $5,797+8.9% | $4,933+28.0% | $6,730-6.2% |
| Admin fee / account holder | $46 | $14,904-99.7% | $12,223-99.6% | $14,365-99.7% |