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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 | $4,574 | $50,554-91.0% | $67,681-93.2% | $87,485-94.8% |
| Participation rate | 96.4% | 67.7%+28.7pp | 73.7%+22.7pp | 68.9%+27.5pp |
| Annual return | 19.34% | 17.81%+1.5pp | 590.58%-571.2pp | 26.06%-6.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,888 | $2,961-36.2% | $3,976-52.5% | $4,274-55.8% |
| Admin fee / account holder | $163 | $4,132-96.0% | $6,100-97.3% | $7,775-97.9% |