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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 | $3,915 | $78,423-95.0% | $95,964-95.9% | $79,856-95.1% |
| Participation rate | 91.3% | 73.5%+17.8pp | 77.1%+14.2pp | 69.6%+21.7pp |
| Annual return | 41.10% | 19.37%+21.7pp | 91.64%-50.5pp | 31.71%+9.4pp |
| Employer contribution / active EE | $380 | $1,945-80.5% | $2,541-85.0% | $2,471-84.6% |
| Participant deferral / active EE | $2,076 | $3,440-39.7% | $4,167-50.2% | $3,741-44.5% |
| Admin fee / account holder | $33 | $5,622-99.4% | $6,797-99.5% | $5,306-99.4% |