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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 | $13,451 | $196,972-93.2% | $182,262-92.6% | $198,609-93.2% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 22.12% | 158.27%-136.2pp | 140.60%-118.5pp | 202.70%-180.6pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,995 | $8,643-53.8% | $8,276-51.7% | $6,977-42.7% |
| Admin fee / account holder | $163 | $18,429-99.1% | $16,712-99.0% | $19,030-99.1% |