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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 | $13,257 | $147,556-91.0% | $129,031-89.7% | $198,609-93.3% |
| Participation rate | 81.8% | 77.2%+4.6pp | 73.4%+8.5pp | 82.4%-0.6pp |
| Annual return | 22.36% | 37.41%-15.1pp | 34.67%-12.3pp | 202.70%-180.3pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,921 | $5,760-66.7% | $5,217-63.2% | $6,977-72.5% |
| Admin fee / account holder | $18 | $15,467-99.9% | $13,208-99.9% | $19,030-99.9% |