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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 | $3,987 | $153,311-97.4% | $109,313-96.4% | $273,972-98.5% |
| Participation rate | 72.7% | 80.1%-7.4pp | 71.3%+1.5pp | 83.0%-10.3pp |
| Annual return | 20.66% | 29.86%-9.2pp | 22.07%-1.4pp | 41.46%-20.8pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,859 | $3,932-52.7% | $3,166-41.3% | $5,287-64.8% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |