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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 | $6,691 | $162,136-95.9% | $152,301-95.6% | $154,746-95.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.96% | 91.02%-71.1pp | 80.50%-60.5pp | 172.34%-152.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,076 | $8,341-63.1% | $8,004-61.6% | $6,730-54.3% |
| Admin fee / account holder | $267 | $15,759-98.3% | $14,398-98.1% | $14,365-98.1% |