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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 | $26,457 | $125,797-79.0% | $170,057-84.4% | $75,177-64.8% |
| Participation rate | 92.3% | 83.6%+8.7pp | 87.0%+5.3pp | 67.2%+25.1pp |
| Annual return | 19.80% | 27.20%-7.4pp | 53.42%-33.6pp | 160.75%-141.0pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,281 | $6,838+6.5% | $10,411-30.1% | $4,126+76.4% |
| Admin fee / account holder | $23 | $8,177-99.7% | $12,826-99.8% | $5,651-99.6% |