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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 | $26,027 | $69,977-62.8% | $108,582-76.0% | $62,881-58.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 9.90% | 10.73%-0.8pp | -51.70%+61.6pp | 20.14%-10.2pp |
| Employer contribution / active EE | $270 | $2,135-87.4% | $3,758-92.8% | $2,281-88.2% |
| Participant deferral / active EE | $4,228 | $3,165+33.6% | $4,311-1.9% | $3,203+32.0% |
| Admin fee / account holder | $273 | $5,076-94.6% | $7,645-96.4% | $4,296-93.6% |