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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 | $23,344 | $177,156-86.8% | $147,027-84.1% | $154,746-84.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 18.57% | 21.94%-3.4pp | 20.23%-1.7pp | 172.34%-153.8pp |
| Employer contribution / active EE | $677 | $4,336-84.4% | $3,626-81.3% | $4,379-84.5% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $170 | $14,904-98.9% | $12,223-98.6% | $14,365-98.8% |