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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 | $4,223 | $109,359-96.1% | $162,177-97.4% | $72,975-94.2% |
| Participation rate | 87.7% | 84.3%+3.4pp | 87.6%+0.1pp | 69.5%+18.2pp |
| Annual return | 38.57% | 25.46%+13.1pp | 115.60%-77.0pp | 81.01%-42.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,632 | $5,481-52.0% | $7,297-63.9% | $3,608-27.0% |
| Admin fee / account holder | $221 | $7,972-97.2% | $10,843-98.0% | $5,124-95.7% |