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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 | $4,633 | $107,733-95.7% | $92,985-95.0% | $154,746-97.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 21.31% | 30.39%-9.1pp | 27.99%-6.7pp | 172.34%-151.0pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,895 | $5,053-62.5% | $4,377-56.7% | $6,730-71.8% |
| Admin fee / account holder | $5 | $11,369-100.0% | $9,463-99.9% | $14,365-100.0% |