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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 | $19,435 | $138,312-85.9% | $122,979-84.2% | $155,188-87.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 33.54% | 22.06%+11.5pp | 20.12%+13.4pp | 148.84%-115.3pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $13,966 | $5,592+149.7% | $5,003+179.2% | $6,531+113.8% |
| Admin fee / account holder | $41 | $15,089-99.7% | $12,864-99.7% | $14,480-99.7% |