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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 | $7,900 | $162,136-95.1% | $152,301-94.8% | $154,746-94.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.92% | 91.02%-69.1pp | 80.50%-58.6pp | 172.34%-150.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,211 | $8,341-61.5% | $8,004-59.9% | $6,730-52.3% |
| Admin fee / account holder | $175 | $15,759-98.9% | $14,398-98.8% | $14,365-98.8% |