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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 | $8,839 | $112,729-92.2% | $98,716-91.0% | $137,256-93.6% |
| Participation rate | 82.6% | 74.2%+8.4pp | 69.3%+13.3pp | 80.0%+2.6pp |
| Annual return | 20.89% | 38.48%-17.6pp | 31.81%-10.9pp | 220.34%-199.5pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,104 | $4,640-33.1% | $4,048-23.3% | $6,407-51.5% |
| Admin fee / account holder | $29 | $10,129-99.7% | $8,703-99.7% | $12,270-99.8% |