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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 | $14,561 | $86,938-83.3% | $102,423-85.8% | $80,925-82.0% |
| Participation rate | 97.1% | 72.4%+24.8pp | 76.5%+20.6pp | 67.7%+29.5pp |
| Annual return | 29.31% | 18.89%+10.4pp | 29.42%-0.1pp | 35.65%-6.3pp |
| Employer contribution / active EE | $686 | $2,369-71.1% | $3,023-77.3% | $2,756-75.1% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4 | $8,053-99.9% | $9,455-100.0% | $6,940-99.9% |