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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 | $9,482 | $99,875-90.5% | $146,866-93.5% | $86,983-89.1% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.5%+1.5pp | 69.5%+14.5pp |
| Annual return | 23.14% | 28.10%-5.0pp | 102.85%-79.7pp | 25.83%-2.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,541 | $6,322-59.8% | $7,759-67.3% | $4,194-39.4% |
| Admin fee / account holder | $63 | $7,838-99.2% | $13,620-99.5% | $7,856-99.2% |