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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 | $2,036 | $102,245-98.0% | $89,340-97.7% | $137,256-98.5% |
| Participation rate | 73.9% | 74.9%-1.0pp | 69.6%+4.3pp | 80.0%-6.0pp |
| Annual return | 22.61% | 21.89%+0.7pp | 20.57%+2.0pp | 220.34%-197.7pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,730 | $4,436-61.0% | $3,823-54.7% | $6,407-73.0% |
| Admin fee / account holder | $127 | $8,085-98.4% | $6,704-98.1% | $12,270-99.0% |