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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 | $3,833 | $78,670-95.1% | $109,173-96.5% | $85,847-95.5% |
| Participation rate | 86.2% | 68.3%+17.9pp | 75.9%+10.3pp | 69.3%+16.9pp |
| Annual return | 15.41% | 25.09%-9.7pp | 25.75%-10.3pp | 318.61%-303.2pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,739 | $3,467-49.8% | $4,654-62.6% | $3,952-56.0% |
| Admin fee / account holder | $182 | $5,469-96.7% | $6,755-97.3% | $6,261-97.1% |