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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 | $11,525 | $107,666-89.3% | $102,184-88.7% | $154,746-92.6% |
| Participation rate | 78.6% | 83.7%-5.1pp | 82.6%-4.0pp | 80.7%-2.1pp |
| Annual return | 39.20% | 29.33%+9.9pp | 31.58%+7.6pp | 172.34%-133.1pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,384 | $8,719-49.7% | $8,309-47.2% | $6,730-34.9% |
| Admin fee / account holder | $131 | $12,943-99.0% | $11,609-98.9% | $14,365-99.1% |