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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 | $4,624 | $85,024-94.6% | $70,544-93.4% | $139,466-96.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 33.07% | 30.39%+2.7pp | 32.79%+0.3pp | 373.66%-340.6pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,362 | $5,891-42.9% | $4,568-26.4% | $6,712-49.9% |
| Admin fee / account holder | $112 | $8,928-98.8% | $6,427-98.3% | $11,409-99.0% |