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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 | $15,003 | $162,136-90.7% | $152,301-90.1% | $154,746-90.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 24.88% | 91.02%-66.1pp | 80.50%-55.6pp | 172.34%-147.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,635 | $8,341-32.4% | $8,004-29.6% | $6,730-16.3% |
| Admin fee / account holder | $24 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |