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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 | $4,873 | $174,379-97.2% | $152,093-96.8% | $138,895-96.5% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 25.45% | 74.86%-49.4pp | 66.36%-40.9pp | 145.39%-119.9pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,674 | $6,159-40.3% | $5,451-32.6% | $6,396-42.6% |
| Admin fee / account holder | $14 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |