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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 | $9,454 | $141,001-93.3% | $112,228-91.6% | $139,487-93.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 26.10% | 32.75%-6.7pp | 30.23%-4.1pp | 373.84%-347.7pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,432-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,700 | $5,877+14.0% | $4,800+39.6% | $6,713-0.2% |
| Admin fee / account holder | $65 | $9,959-99.3% | $7,752-99.2% | $11,407-99.4% |