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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 | $3,367 | $77,416-95.7% | $69,464-95.2% | $152,897-97.8% |
| Participation rate | 82.4% | 78.1%+4.3pp | 74.6%+7.7pp | 82.5%-0.1pp |
| Annual return | 14.56% | 39.08%-24.5pp | 28.98%-14.4pp | 345.43%-330.9pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,711 | $4,413-38.6% | $3,536-23.3% | $5,851-53.7% |
| Admin fee / account holder | $22 | $6,208-99.7% | $3,840-99.4% | $11,599-99.8% |