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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 | $6,972 | $165,381-95.8% | $149,730-95.3% | $158,966-95.6% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 30.20% | 348.29%-318.1pp | 276.70%-246.5pp | 302.95%-272.7pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,895 | $7,182-59.7% | $6,843-57.7% | $5,983-51.6% |
| Admin fee / account holder | $44 | $10,809-99.6% | $9,310-99.5% | $11,250-99.6% |