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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 | $4,020 | $167,352-97.6% | $143,788-97.2% | $134,509-97.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | 1.36% | 0.47%+0.9pp | -0.03%+1.4pp | 418.13%-416.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,876 | $6,447-55.4% | $5,638-49.0% | $6,400-55.1% |
| Admin fee / account holder | $11 | $18,091-99.9% | $14,675-99.9% | $11,427-99.9% |