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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 | $11,925 | $67,894-82.4% | $89,340-86.7% | $82,448-85.5% |
| Participation rate | 88.0% | 64.0%+24.0pp | 69.6%+18.4pp | 68.1%+19.9pp |
| Annual return | 20.73% | 19.21%+1.5pp | 20.57%+0.2pp | 41.64%-20.9pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,967 | $3,072-3.4% | $3,823-22.4% | $4,139-28.3% |
| Admin fee / account holder | $90 | $5,723-98.4% | $6,704-98.7% | $7,234-98.8% |