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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 | $3,977 | $155,555-97.4% | $146,866-97.3% | $155,188-97.4% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.5%-3.9pp | 80.8%-2.2pp |
| Annual return | 32.22% | 115.41%-83.2pp | 102.85%-70.6pp | 148.84%-116.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,958 | $8,044-50.8% | $7,759-49.0% | $6,531-39.4% |
| Admin fee / account holder | $145 | $14,755-99.0% | $13,620-98.9% | $14,480-99.0% |