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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 | $21,134 | $78,705-73.1% | $117,860-82.1% | $70,124-69.9% |
| Participation rate | 75.9% | 73.2%+2.7pp | 79.7%-3.8pp | 69.5%+6.3pp |
| Annual return | 20.99% | 23.30%-2.3pp | 335.10%-314.1pp | 73.14%-52.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,407 | $3,297-27.0% | $4,482-46.3% | $3,332-27.7% |
| Admin fee / account holder | $243 | $5,065-95.2% | $8,021-97.0% | $4,645-94.8% |