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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 | $1,949 | $101,618-98.1% | $93,063-97.9% | $137,256-98.6% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 21.16% | 223.95%-202.8pp | 34.15%-13.0pp | 220.34%-199.2pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,464 | $4,279-65.8% | $3,958-63.0% | $6,407-77.2% |
| Admin fee / account holder | $222 | $6,198-96.4% | $6,033-96.3% | $12,270-98.2% |