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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 | $4,940 | $58,099-91.5% | $76,872-93.6% | $75,173-93.4% |
| Participation rate | 93.0% | 63.9%+29.1pp | 69.6%+23.4pp | 67.2%+25.8pp |
| Annual return | 38.69% | 26.71%+12.0pp | 37.90%+0.8pp | 160.72%-122.0pp |
| Employer contribution / active EE | $83 | $1,996-95.9% | $2,533-96.7% | $2,671-96.9% |
| Participant deferral / active EE | $3,123 | $2,999+4.1% | $3,832-18.5% | $4,126-24.3% |
| Admin fee / account holder | $137 | $4,778-97.1% | $5,476-97.5% | $5,651-97.6% |