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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 | $8,236 | $106,280-92.3% | $96,538-91.5% | $139,487-94.1% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 11.75% | 38.48%-26.7pp | 35.74%-24.0pp | 373.84%-362.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,933 | $5,457-64.6% | $4,880-60.4% | $6,713-71.2% |
| Admin fee / account holder | $291 | $7,888-96.3% | $6,737-95.7% | $11,407-97.4% |