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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 | $14,749 | $213,785-93.1% | $185,441-92.0% | $155,188-90.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 21.60% | 19.97%+1.6pp | 20.16%+1.4pp | 148.84%-127.2pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,016 | $6,864-26.9% | $6,152-18.5% | $6,531-23.2% |
| Admin fee / account holder | $54 | $21,134-99.7% | $17,890-99.7% | $14,480-99.6% |