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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 | $14,336 | $148,623-90.4% | $135,974-89.5% | $139,466-89.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 26.31% | 79.30%-53.0pp | 68.30%-42.0pp | 373.66%-347.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,716 | $8,103-4.8% | $7,760-0.6% | $6,712+15.0% |
| Admin fee / account holder | $245 | $12,406-98.0% | $10,767-97.7% | $11,409-97.9% |