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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 | $2,994 | $96,956-96.9% | $69,779-95.7% | $273,972-98.9% |
| Participation rate | 92.3% | 77.1%+15.2pp | 71.8%+20.5pp | 83.0%+9.3pp |
| Annual return | 15.52% | 12.93%+2.6pp | 12.99%+2.5pp | 41.46%-25.9pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,193 | $3,744-41.4% | $2,931-25.2% | $5,287-58.5% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |