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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 | $9,287 | $76,551-87.9% | $123,894-92.5% | $62,881-85.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 44.74% | 18.68%+26.1pp | 47.52%-2.8pp | 20.14%+24.6pp |
| Employer contribution / active EE | $344 | $2,882-88.1% | $4,617-92.5% | $2,281-84.9% |
| Participant deferral / active EE | $3,966 | $4,840-18.1% | $5,984-33.7% | $3,203+23.8% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |