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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 | $16,220 | $106,524-84.8% | $152,301-89.3% | $87,485-81.5% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.4%+6.4pp | 68.9%+20.0pp |
| Annual return | 24.65% | 26.89%-2.2pp | 80.50%-55.9pp | 26.06%-1.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,021 | $6,525+7.6% | $8,004-12.3% | $4,274+64.3% |
| Admin fee / account holder | $114 | $8,287-98.6% | $14,398-99.2% | $7,775-98.5% |