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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 | $2,853 | $99,345-97.1% | $84,753-96.6% | $273,972-99.0% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $567 | $4,214-86.5% | $3,574-84.1% | $4,869-88.4% |
| Participant deferral / active EE | $1,731 | $4,270-59.5% | $3,712-53.4% | $5,287-67.3% |
| Admin fee / account holder | $3 | $6,645-99.9% | $5,333-99.9% | $10,133-100.0% |