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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 | $4,267 | $123,155-96.5% | $108,753-96.1% | $155,188-97.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 19.78% | 44.73%-25.0pp | 37.47%-17.7pp | 148.84%-129.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,264 | $4,623-29.4% | $4,115-20.7% | $6,531-50.0% |
| Admin fee / account holder | $152 | $12,126-98.7% | $10,320-98.5% | $14,480-99.0% |