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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 | $4,900 | $102,609-95.2% | $98,090-95.0% | $138,895-96.5% |
| Participation rate | 77.8% | 82.8%-5.0pp | 81.5%-3.8pp | 79.9%-2.1pp |
| Annual return | 28.38% | 36.44%-8.1pp | 37.05%-8.7pp | 145.39%-117.0pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,718 | $8,167-66.7% | $7,845-65.4% | $6,396-57.5% |
| Admin fee / account holder | $27 | $11,434-99.8% | $11,815-99.8% | $12,562-99.8% |