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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 | $2,777 | $123,155-97.7% | $108,753-97.4% | $155,188-98.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 27.36% | 44.73%-17.4pp | 37.47%-10.1pp | 148.84%-121.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,276 | $4,623-72.4% | $4,115-69.0% | $6,531-80.5% |
| Admin fee / account holder | $12 | $12,126-99.9% | $10,320-99.9% | $14,480-99.9% |