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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 | $87,166-94.7% | $76,735-94.0% | $137,256-96.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 21.31% | 26.50%-5.2pp | 29.77%-8.5pp | 220.34%-199.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,895 | $4,726-59.9% | $4,088-53.6% | $6,407-70.4% |
| Admin fee / account holder | $5 | $8,403-99.9% | $7,189-99.9% | $12,270-100.0% |