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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 | $126,113-97.0% | $116,096-96.7% | $155,188-97.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 73.3%+1.7pp | 80.8%-5.8pp |
| Annual return | 17.10% | 391.72%-374.6pp | 326.25%-309.1pp | 148.84%-131.7pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,311 | $4,162-68.5% | $3,952-66.8% | $6,531-79.9% |
| Admin fee / account holder | $238 | $8,045-97.0% | $7,704-96.9% | $14,480-98.4% |