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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 | $10,637 | $171,930-93.8% | $151,266-93.0% | $154,746-93.1% |
| Participation rate | 75.0% | 80.5%-5.5pp | 77.0%-2.0pp | 80.7%-5.7pp |
| Annual return | 30.36% | 242.03%-211.7pp | 180.60%-150.2pp | 172.34%-142.0pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,237-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,561 | $8,191-44.3% | $7,337-37.8% | $6,730-32.2% |
| Admin fee / account holder | $114 | $15,803-99.3% | $13,159-99.1% | $14,365-99.2% |