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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 | $3,121 | $116,167-97.3% | $64,489-95.2% | $137,256-97.7% |
| Participation rate | 71.4% | 68.2%+3.2pp | 67.7%+3.7pp | 80.0%-8.5pp |
| Annual return | 19.62% | 36.55%-16.9pp | 55.03%-35.4pp | 220.34%-200.7pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $684 | $4,215-83.8% | $2,778-75.4% | $6,407-89.3% |
| Admin fee / account holder | $12 | $6,188-99.8% | $4,260-99.7% | $12,270-99.9% |