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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 | $4,904 | $106,974-95.4% | $90,796-94.6% | $138,895-96.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 22.10% | 20.10%+2.0pp | 19.29%+2.8pp | 145.39%-123.3pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,007 | $4,455-54.9% | $3,822-47.5% | $6,396-68.6% |
| Admin fee / account holder | $57 | $8,626-99.3% | $7,024-99.2% | $12,562-99.5% |