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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 | $177,156-90.5% | $147,027-88.6% | $154,746-89.2% |
| Participation rate | 83.3% | 79.4%+4.0pp | 73.7%+9.6pp | 80.7%+2.6pp |
| Annual return | 24.73% | 21.94%+2.8pp | 20.23%+4.5pp | 172.34%-147.6pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,114 | $5,797+5.5% | $4,933+23.9% | $6,730-9.2% |
| Admin fee / account holder | $31 | $14,904-99.8% | $12,223-99.7% | $14,365-99.8% |