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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 | $6,350 | $162,136-96.1% | $152,301-95.8% | $154,746-95.9% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 29.71% | 91.02%-61.3pp | 80.50%-50.8pp | 172.34%-142.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,089 | $8,341-39.0% | $8,004-36.4% | $6,730-24.4% |
| Admin fee / account holder | $285 | $15,759-98.2% | $14,398-98.0% | $14,365-98.0% |