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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 | $7,908 | $155,555-94.9% | $146,866-94.6% | $155,188-94.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.5%-4.7pp | 80.8%-3.0pp |
| Annual return | 36.93% | 115.41%-78.5pp | 102.85%-65.9pp | 148.84%-111.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,482 | $8,044-56.7% | $7,759-55.1% | $6,531-46.7% |
| Admin fee / account holder | $23 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |