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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 | $2,054 | $86,050-97.6% | $189,758-98.9% | $94,015-97.8% |
| Participation rate | 76.7% | 68.9%+7.8pp | 79.8%-3.1pp | 70.8%+5.9pp |
| Annual return | 22.10% | 17.77%+4.3pp | 52.62%-30.5pp | 17.84%+4.3pp |
| Employer contribution / active EE | $2 | $2,819-99.9% | $4,767-99.9% | $2,790-99.9% |
| Participant deferral / active EE | $1,124 | $3,349-66.4% | $5,856-80.8% | $4,249-73.5% |
| Admin fee / account holder | $134 | $6,627-98.0% | $20,388-99.3% | $8,951-98.5% |