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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 | $19,860 | $56,197-64.7% | $67,652-70.6% | $59,633-66.7% |
| Participation rate | 74.5% | 71.5%+3.1pp | 75.7%-1.1pp | 68.7%+5.9pp |
| Annual return | 2.69% | 18508.10%-18505.4pp | 6625.40%-6622.7pp | 2041.45%-2038.8pp |
| Employer contribution / active EE | $294 | $1,615-81.8% | $2,266-87.0% | $2,203-86.6% |
| Participant deferral / active EE | $1,503 | $2,844-47.1% | $3,560-57.8% | $3,192-52.9% |
| Admin fee / account holder | $62 | $3,958-98.4% | $4,821-98.7% | $4,297-98.6% |