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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 | $4,195 | $174,379-97.6% | $152,093-97.2% | $138,895-97.0% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 25.83% | 74.86%-49.0pp | 66.36%-40.5pp | 145.39%-119.6pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,663 | $6,159-73.0% | $5,451-69.5% | $6,396-74.0% |
| Admin fee / account holder | $123 | $16,880-99.3% | $14,497-99.2% | $12,562-99.0% |