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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 | $4,194 | $124,425-96.6% | $112,040-96.3% | $137,256-96.9% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.5%+5.3pp | 80.0%+1.9pp |
| Annual return | 23.59% | 24.72%-1.1pp | 24.52%-0.9pp | 220.34%-196.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,360 | $5,718-41.2% | $5,098-34.1% | $6,407-47.6% |
| Admin fee / account holder | $260 | $15,207-98.3% | $12,098-97.9% | $12,270-97.9% |