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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 | $6,221 | $174,379-96.4% | $152,093-95.9% | $138,895-95.5% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 27.06% | 74.86%-47.8pp | 66.36%-39.3pp | 145.39%-118.3pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,961 | $6,159-68.2% | $5,451-64.0% | $6,396-69.3% |
| Admin fee / account holder | $56 | $16,880-99.7% | $14,497-99.6% | $12,562-99.6% |