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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 | $21,060 | $83,061-74.6% | $126,068-83.3% | $94,015-77.6% |
| Participation rate | 85.7% | 81.2%+4.5pp | 84.7%+1.0pp | 70.8%+14.9pp |
| Annual return | 34.80% | 20.41%+14.4pp | 15.01%+19.8pp | 17.84%+17.0pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,594 | $7,042-6.4% | $8,214-19.7% | $4,249+55.2% |
| Admin fee / account holder | $272 | $7,208-96.2% | $18,264-98.5% | $8,951-97.0% |