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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 | $14,014 | $199,109-93.0% | $173,730-91.9% | $154,746-90.9% |
| Participation rate | 77.3% | 82.8%-5.5pp | 79.6%-2.3pp | 80.7%-3.4pp |
| Annual return | 21.39% | 20.02%+1.4pp | 19.96%+1.4pp | 172.34%-150.9pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,415 | $7,113-52.0% | $6,326-46.0% | $6,730-49.3% |
| Admin fee / account holder | $85 | $20,916-99.6% | $17,523-99.5% | $14,365-99.4% |