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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 | $3,846 | $102,938-96.3% | $94,105-95.9% | $138,895-97.2% |
| Participation rate | 75.0% | 74.6%+0.4pp | 71.9%+3.1pp | 79.9%-4.9pp |
| Annual return | 17.10% | 250.28%-233.2pp | 204.55%-187.5pp | 145.39%-128.3pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,311 | $4,196-68.8% | $3,881-66.2% | $6,396-79.5% |
| Admin fee / account holder | $238 | $6,600-96.4% | $6,199-96.2% | $12,562-98.1% |