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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 | $2,544 | $74,879,922-100.0% | $40,145,923-100.0% | $273,972-99.1% |
| Participation rate | 91.7% | 74.1%+17.6pp | 68.4%+23.3pp | 83.0%+8.7pp |
| Annual return | 16.12% | 2.55%+13.6pp | 5.24%+10.9pp | 41.46%-25.3pp |
| Employer contribution / active EE | $0 | $2,350-100.0% | $1,844-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,125 | $2,962-28.3% | $2,591-18.0% | $5,287-59.8% |
| Admin fee / account holder | $224 | $3,725-94.0% | $2,903-92.3% | $10,133-97.8% |