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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 | $16,367 | $201,264-91.9% | $184,185-91.1% | $145,978-88.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.16% | 29.00%-10.8pp | 28.81%-10.7pp | 550.52%-532.4pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,323 | $9,806-35.5% | $9,132-30.8% | $6,690-5.5% |
| Admin fee / account holder | $140 | $16,376-99.1% | $13,909-99.0% | $13,400-99.0% |