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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 | $23,480 | $212,386-88.9% | $199,883-88.3% | $138,895-83.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 27.41% | 47.75%-20.3pp | 43.81%-16.4pp | 145.39%-118.0pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,104 | $9,617-5.3% | $9,138-0.4% | $6,396+42.3% |
| Admin fee / account holder | $113 | $18,233-99.4% | $17,268-99.3% | $12,562-99.1% |