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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 | $11,124 | $53,841-79.3% | $75,731-85.3% | $85,851-87.0% |
| Participation rate | 97.4% | 69.0%+28.4pp | 74.8%+22.6pp | 69.3%+28.1pp |
| Annual return | 17.23% | 24.54%-7.3pp | 104.65%-87.4pp | 318.63%-301.4pp |
| Employer contribution / active EE | $182 | $2,017-91.0% | $2,743-93.4% | $2,565-92.9% |
| Participant deferral / active EE | $1,281 | $2,895-55.8% | $3,820-66.5% | $3,952-67.6% |
| Admin fee / account holder | $192 | $3,340-94.3% | $3,620-94.7% | $6,261-96.9% |