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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 | $77,358-72.8% | $102,184-79.4% | $87,485-75.9% |
| Participation rate | 85.7% | 78.7%+7.0pp | 82.6%+3.1pp | 68.9%+16.8pp |
| Annual return | 34.80% | 41.11%-6.3pp | 31.58%+3.2pp | 26.06%+8.7pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,594 | $6,753-2.3% | $8,309-20.6% | $4,274+54.3% |
| Admin fee / account holder | $272 | $6,809-96.0% | $11,609-97.7% | $7,775-96.5% |