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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 | $14,494 | $156,398-90.7% | $147,318-90.2% | $138,895-89.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 28.76% | 78.75%-50.0pp | 70.43%-41.7pp | 145.39%-116.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,020 | $8,237-39.1% | $7,906-36.5% | $6,396-21.5% |
| Admin fee / account holder | $65 | $14,976-99.6% | $13,708-99.5% | $12,562-99.5% |