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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 | $115,225-96.3% | $100,712-95.8% | $138,895-96.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 19.78% | 40.35%-20.6pp | 33.27%-13.5pp | 145.39%-125.6pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,264 | $4,699-30.6% | $4,085-20.1% | $6,396-49.0% |
| Admin fee / account holder | $152 | $10,844-98.6% | $9,256-98.4% | $12,562-98.8% |