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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 | $123,155-95.9% | $108,753-95.4% | $155,188-96.8% |
| Participation rate | 87.5% | 75.6%+11.9pp | 71.1%+16.4pp | 80.8%+6.7pp |
| Annual return | 13.43% | 44.73%-31.3pp | 37.47%-24.0pp | 148.84%-135.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,832 | $4,623-38.8% | $4,115-31.2% | $6,531-56.6% |
| Admin fee / account holder | $286 | $12,126-97.6% | $10,320-97.2% | $14,480-98.0% |