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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 | $15,659 | $161,352-90.3% | $134,172-88.3% | $137,256-88.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 27.77% | 28.72%-0.9pp | 25.30%+2.5pp | 220.34%-192.6pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,265 | $5,552+30.8% | $4,690+54.9% | $6,407+13.4% |
| Admin fee / account holder | $258 | $15,028-98.3% | $12,016-97.9% | $12,270-97.9% |