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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 | $21,592 | $136,860-84.2% | $120,344-82.1% | $154,746-86.0% |
| Participation rate | 92.3% | 79.9%+12.4pp | 76.7%+15.6pp | 80.7%+11.6pp |
| Annual return | 21.89% | 21.38%+0.5pp | 20.30%+1.6pp | 172.34%-150.4pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,357 | $5,793+27.0% | $5,135+43.3% | $6,730+9.3% |
| Admin fee / account holder | $37 | $15,393-99.8% | $12,742-99.7% | $14,365-99.7% |