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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 | $122,962-98.2% | $71,585-96.9% | $138,895-98.4% |
| Participation rate | 71.4% | 68.9%+2.6pp | 68.2%+3.3pp | 79.9%-8.5pp |
| Annual return | 38.38% | 37.84%+0.5pp | 59.26%-20.9pp | 145.39%-107.0pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $1,669-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,189 | $4,311-72.4% | $2,923-59.3% | $6,396-81.4% |
| Admin fee / account holder | $69 | $6,488-98.9% | $4,712-98.5% | $12,562-99.5% |