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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 | $4,165 | $182,442-97.7% | $163,379-97.5% | $138,895-97.0% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.8%-4.1pp | 79.9%-7.2pp |
| Annual return | 14.98% | 72.74%-57.8pp | 63.41%-48.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,792 | $6,817-73.7% | $6,282-71.5% | $6,396-72.0% |
| Admin fee / account holder | $206 | $10,396-98.0% | $9,818-97.9% | $12,562-98.4% |