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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 | $3,389 | $158,393-97.9% | $143,412-97.6% | $155,188-97.8% |
| Participation rate | 83.3% | 79.7%+3.6pp | 78.5%+4.9pp | 80.8%+2.5pp |
| Annual return | 23.36% | 324.22%-300.9pp | 256.99%-233.6pp | 148.84%-125.5pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $3,748-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,272 | $7,193-68.4% | $6,816-66.7% | $6,531-65.2% |
| Admin fee / account holder | $214 | $12,964-98.3% | $11,396-98.1% | $14,480-98.5% |