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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 | $51,184-91.1% | $66,439-93.1% | $86,983-94.7% |
| Participation rate | 96.4% | 68.5%+27.9pp | 74.5%+21.9pp | 69.5%+26.9pp |
| Annual return | 19.34% | 17.07%+2.3pp | 757.66%-738.3pp | 25.83%-6.5pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,888 | $2,927-35.5% | $3,876-51.3% | $4,194-55.0% |
| Admin fee / account holder | $163 | $4,154-96.1% | $6,173-97.4% | $7,856-97.9% |