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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 | $8,871 | $155,555-94.3% | $146,866-94.0% | $155,188-94.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 23.59% | 115.41%-91.8pp | 102.85%-79.3pp | 148.84%-125.3pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,541 | $8,044-68.4% | $7,759-67.2% | $6,531-61.1% |
| Admin fee / account holder | $23 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |