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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 | $4,728 | $110,410-95.7% | $102,437-95.4% | $145,897-96.8% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 19.58% | 24.85%-5.3pp | 24.95%-5.4pp | 552.29%-532.7pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,472 | $5,622-56.0% | $5,060-51.1% | $6,689-63.0% |
| Admin fee / account holder | $248 | $9,745-97.5% | $8,388-97.0% | $13,390-98.2% |