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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 | $3,508 | $124,980-97.2% | $108,359-96.8% | $154,746-97.7% |
| Participation rate | 90.0% | 75.2%+14.8pp | 70.1%+19.9pp | 80.7%+9.3pp |
| Annual return | 31.60% | 45.00%-13.4pp | 36.89%-5.3pp | 172.34%-140.7pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,990 | $4,743-58.0% | $4,137-51.9% | $6,730-70.4% |
| Admin fee / account holder | $41 | $11,502-99.6% | $9,741-99.6% | $14,365-99.7% |