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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 | $6,525 | $181,062-96.4% | $158,223-95.9% | $155,188-95.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 22.99% | 57.39%-34.4pp | 52.09%-29.1pp | 148.84%-125.8pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,701 | $6,134-56.0% | $5,467-50.6% | $6,531-58.6% |
| Admin fee / account holder | $257 | $18,825-98.6% | $16,047-98.4% | $14,480-98.2% |