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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 | $15,578 | $201,344-92.3% | $184,243-91.5% | $145,877-89.3% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 26.08% | 29.01%-2.9pp | 28.82%-2.7pp | 551.28%-525.2pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,325 | $9,807-15.1% | $9,132-8.8% | $6,691+24.4% |
| Admin fee / account holder | $13 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |