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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 | $768 | $104,650-99.3% | $83,854-99.1% | $155,188-99.5% |
| Participation rate | 91.7% | 65.1%+26.6pp | 59.1%+32.6pp | 80.8%+10.9pp |
| Annual return | 18.97% | 28.97%-10.0pp | 31.39%-12.4pp | 148.84%-129.9pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $570 | $2,367-75.9% | $2,035-72.0% | $6,531-91.3% |
| Admin fee / account holder | $36 | $3,518-99.0% | $3,197-98.9% | $14,480-99.8% |