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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 | $16,776 | $185,141-90.9% | $153,416-89.1% | $155,188-89.2% |
| Participation rate | 83.3% | 79.9%+3.4pp | 74.3%+9.0pp | 80.8%+2.5pp |
| Annual return | 24.73% | 18.72%+6.0pp | 17.84%+6.9pp | 148.84%-124.1pp |
| Employer contribution / active EE | $0 | $4,489-100.0% | $3,764-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,114 | $5,477+11.6% | $4,723+29.4% | $6,531-6.4% |
| Admin fee / account holder | $31 | $16,005-99.8% | $13,095-99.8% | $14,480-99.8% |