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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 | $2,255 | $116,167-98.1% | $64,489-96.5% | $137,256-98.4% |
| Participation rate | 71.4% | 68.2%+3.2pp | 67.7%+3.7pp | 80.0%-8.5pp |
| Annual return | 38.38% | 36.55%+1.8pp | 55.03%-16.6pp | 220.34%-182.0pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,189 | $4,215-71.8% | $2,778-57.2% | $6,407-81.4% |
| Admin fee / account holder | $69 | $6,188-98.9% | $4,260-98.4% | $12,270-99.4% |