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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 | $12,361 | $110,212-88.8% | $96,534-87.2% | $139,466-91.1% |
| Participation rate | 81.8% | 78.1%+3.7pp | 76.0%+5.8pp | 80.3%+1.5pp |
| Annual return | 27.00% | 26.42%+0.6pp | 25.88%+1.1pp | 373.66%-346.7pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,267 | $5,547+13.0% | $4,851+29.2% | $6,712-6.6% |
| Admin fee / account holder | $38 | $11,599-99.7% | $8,253-99.5% | $11,409-99.7% |