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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 | $2,365 | $73,955-96.8% | $96,520-97.5% | $75,181-96.9% |
| Participation rate | 92.9% | 66.4%+26.4pp | 74.3%+18.5pp | 67.2%+25.7pp |
| Annual return | 27.80% | 26.72%+1.1pp | 35.72%-7.9pp | 160.69%-132.9pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,610 | $3,659-56.0% | $4,879-67.0% | $4,126-61.0% |
| Admin fee / account holder | $197 | $5,217-96.2% | $6,733-97.1% | $5,650-96.5% |