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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 | $18,759 | $93,346-79.9% | $71,796-73.9% | $273,972-93.2% |
| Participation rate | 92.9% | 76.5%+16.3pp | 69.1%+23.7pp | 83.0%+9.8pp |
| Annual return | 4.49% | 130.39%-125.9pp | 78.04%-73.6pp | 41.46%-37.0pp |
| Employer contribution / active EE | $205 | $2,733-92.5% | $1,924-89.4% | $4,869-95.8% |
| Participant deferral / active EE | $1,342 | $3,475-61.4% | $2,794-52.0% | $5,287-74.6% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |