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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 | $18,152 | $74,089-75.5% | $133,975-86.5% | $55,167-67.1% |
| Participation rate | 95.3% | 84.3%+11.0pp | 87.1%+8.2pp | 69.0%+26.3pp |
| Annual return | 15.36% | 12.11%+3.2pp | 29.29%-13.9pp | 169.23%-153.9pp |
| Employer contribution / active EE | $1,009 | $3,064-67.1% | $5,211-80.6% | $1,963-48.6% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $33 | $458-92.7% | $9,324-99.6% | $504-93.4% |