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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 | $7,710 | $181,062-95.7% | $158,223-95.1% | $155,188-95.0% |
| Participation rate | 73.3% | 82.7%-9.3pp | 79.2%-5.9pp | 80.8%-7.5pp |
| Annual return | 11.52% | 57.39%-45.9pp | 52.09%-40.6pp | 148.84%-137.3pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,055 | $6,134-66.5% | $5,467-62.4% | $6,531-68.5% |
| Admin fee / account holder | $76 | $18,825-99.6% | $16,047-99.5% | $14,480-99.5% |