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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 | $10,875 | $85,171-87.2% | $172,753-93.7% | $72,976-85.1% |
| Participation rate | 86.1% | 70.1%+16.0pp | 82.6%+3.5pp | 69.5%+16.6pp |
| Annual return | 30.07% | 27.32%+2.7pp | 803.00%-772.9pp | 81.02%-50.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,820 | $3,260-44.2% | $5,198-65.0% | $3,608-49.6% |
| Admin fee / account holder | $280 | $5,880-95.2% | $13,956-98.0% | $5,124-94.5% |