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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 | $5,411 | $103,164-94.8% | $90,259-94.0% | $154,746-96.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 28.92% | 19.25%+9.7pp | 18.88%+10.0pp | 172.34%-143.4pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,361 | $4,422+21.2% | $3,827+40.1% | $6,730-20.3% |
| Admin fee / account holder | $33 | $8,593-99.6% | $7,267-99.5% | $14,365-99.8% |