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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 | $14,811 | $154,228-90.4% | $145,433-89.8% | $137,256-89.2% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 23.09% | 74.59%-51.5pp | 66.58%-43.5pp | 220.34%-197.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,157 | $8,216-25.1% | $7,897-22.0% | $6,407-3.9% |
| Admin fee / account holder | $57 | $14,344-99.6% | $13,129-99.6% | $12,270-99.5% |