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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 | $13,263 | $106,115-87.5% | $85,969-84.6% | $125,388-89.4% |
| Participation rate | 91.7% | 84.1%+7.6pp | 76.5%+15.1pp | 83.2%+8.5pp |
| Annual return | 0.00% | 13.93%-13.9pp | 9.32%-9.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $3,474-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,581 | $4,859-46.9% | $3,829-32.6% | $5,352-51.8% |
| Admin fee / account holder | $119 | $8,144-98.5% | $6,053-98.0% | $9,541-98.8% |