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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 | $5,195 | $51,222-89.9% | $70,544-92.6% | $75,173-93.1% |
| Participation rate | 88.2% | 61.0%+27.3pp | 68.4%+19.9pp | 67.2%+21.0pp |
| Annual return | 40.39% | 30.06%+10.3pp | 32.79%+7.6pp | 160.72%-120.3pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,388 | $2,850+18.9% | $4,568-25.8% | $4,126-17.9% |
| Admin fee / account holder | $167 | $4,096-95.9% | $6,427-97.4% | $5,651-97.0% |