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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 | $8,132 | $100,970-91.9% | $96,576-91.6% | $137,256-94.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 27.70% | 38.16%-10.5pp | 38.47%-10.8pp | 220.34%-192.6pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,543 | $8,286-9.0% | $7,956-5.2% | $6,407+17.7% |
| Admin fee / account holder | $291 | $11,312-97.4% | $11,381-97.4% | $12,270-97.6% |