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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 | $4,892 | $95,453-94.9% | $112,040-95.6% | $82,448-94.1% |
| Participation rate | 91.7% | 72.8%+18.9pp | 76.5%+15.2pp | 68.1%+23.6pp |
| Annual return | 31.87% | 23.92%+7.9pp | 24.52%+7.4pp | 41.64%-9.8pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,470 | $4,224-41.5% | $5,098-51.6% | $4,139-40.3% |
| Admin fee / account holder | $8 | $9,013-99.9% | $12,098-99.9% | $7,234-99.9% |