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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 | $1,400 | $110,379-98.7% | $102,412-98.6% | $145,884-99.0% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.0pp |
| Annual return | 18.15% | 24.84%-6.7pp | 24.94%-6.8pp | 551.85%-533.7pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,569 | $5,622-72.1% | $5,060-69.0% | $6,690-76.6% |
| Admin fee / account holder | $251 | $9,745-97.4% | $8,388-97.0% | $13,392-98.1% |