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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 | $14,005 | $77,472-81.9% | $100,392-86.0% | $80,935-82.7% |
| Participation rate | 86.1% | 76.9%+9.2pp | 81.5%+4.6pp | 67.7%+18.4pp |
| Annual return | 16.67% | 37.26%-20.6pp | 49.45%-32.8pp | 35.66%-19.0pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,819 | $6,818-29.3% | $8,090-40.4% | $4,299+12.1% |
| Admin fee / account holder | $177 | $5,885-97.0% | $7,904-97.8% | $6,924-97.4% |