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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 | $99,875-83.8% | $146,866-89.0% | $86,983-81.4% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.5%+19.3pp |
| Annual return | 24.65% | 28.10%-3.5pp | 102.85%-78.2pp | 25.83%-1.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,021 | $6,322+11.1% | $7,759-9.5% | $4,194+67.4% |
| Admin fee / account holder | $114 | $7,838-98.5% | $13,620-99.2% | $7,856-98.5% |