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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 | $5,008 | $124,980-96.0% | $108,359-95.4% | $154,746-96.8% |
| Participation rate | 87.5% | 75.2%+12.3pp | 70.1%+17.4pp | 80.7%+6.8pp |
| Annual return | 13.43% | 45.00%-31.6pp | 36.89%-23.5pp | 172.34%-158.9pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,832 | $4,743-40.3% | $4,137-31.6% | $6,730-57.9% |
| Admin fee / account holder | $286 | $11,502-97.5% | $9,741-97.1% | $14,365-98.0% |