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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 | $8,966 | $138,385-93.5% | $184,243-95.1% | $80,925-88.9% |
| Participation rate | 85.7% | 83.9%+1.8pp | 86.8%-1.1pp | 67.7%+18.1pp |
| Annual return | 17.63% | 20.02%-2.4pp | 28.82%-11.2pp | 35.65%-18.0pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,900 | $7,075-44.9% | $9,132-57.3% | $4,299-9.3% |
| Admin fee / account holder | $249 | $10,489-97.6% | $13,914-98.2% | $6,940-96.4% |