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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 | $7,916 | $181,062-95.6% | $158,223-95.0% | $155,188-94.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 30.76% | 57.39%-26.6pp | 52.09%-21.3pp | 148.84%-118.1pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,676 | $6,134-40.1% | $5,467-32.8% | $6,531-43.7% |
| Admin fee / account holder | $9 | $18,825-100.0% | $16,047-99.9% | $14,480-99.9% |