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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 | $5,458 | $181,062-97.0% | $158,223-96.6% | $155,188-96.5% |
| Participation rate | 90.5% | 82.7%+7.8pp | 79.2%+11.3pp | 80.8%+9.7pp |
| Annual return | 23.51% | 57.39%-33.9pp | 52.09%-28.6pp | 148.84%-125.3pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,121 | $6,134-49.1% | $5,467-42.9% | $6,531-52.2% |
| Admin fee / account holder | $272 | $18,825-98.6% | $16,047-98.3% | $14,480-98.1% |