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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 | $3,611 | $103,387-96.5% | $87,102-95.9% | $152,885-97.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 26.06% | 28.10%-2.0pp | 28.19%-2.1pp | 345.39%-319.3pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,932 | $4,778+3.2% | $4,048+21.8% | $5,851-15.7% |
| Admin fee / account holder | $112 | $12,193-99.1% | $7,491-98.5% | $11,598-99.0% |