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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 | $2,146 | $117,433-98.2% | $99,475-97.8% | $152,897-98.6% |
| Participation rate | 87.5% | 77.5%+10.0pp | 73.8%+13.7pp | 82.5%+5.0pp |
| Annual return | 37.86% | 31.87%+6.0pp | 30.72%+7.1pp | 345.43%-307.6pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,446 | $4,086-64.6% | $3,619-60.1% | $5,851-75.3% |
| Admin fee / account holder | $6 | $7,634-99.9% | $6,252-99.9% | $11,599-99.9% |