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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 | $151,427-98.5% | $112,860-98.0% | $154,746-98.5% |
| Participation rate | 71.4% | 69.1%+2.3pp | 66.3%+5.1pp | 80.7%-9.3pp |
| Annual return | 38.38% | 30.95%+7.4pp | 35.26%+3.1pp | 172.34%-134.0pp |
| Employer contribution / active EE | $0 | $2,750-100.0% | $2,206-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,189 | $4,285-72.2% | $3,493-66.0% | $6,730-82.3% |
| Admin fee / account holder | $69 | $7,369-99.1% | $6,841-99.0% | $14,365-99.5% |