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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 | $24,236 | $136,860-82.3% | $120,344-79.9% | $154,746-84.3% |
| Participation rate | 87.5% | 79.9%+7.6pp | 76.7%+10.8pp | 80.7%+6.8pp |
| Annual return | 18.45% | 21.38%-2.9pp | 20.30%-1.9pp | 172.34%-153.9pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,402 | $5,793+27.8% | $5,135+44.1% | $6,730+10.0% |
| Admin fee / account holder | $45 | $15,393-99.7% | $12,742-99.6% | $14,365-99.7% |