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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 | $2,241 | $114,013-98.0% | $103,693-97.8% | $155,188-98.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 80.8%-0.8pp |
| Annual return | 28.06% | 49.31%-21.3pp | 47.61%-19.6pp | 148.84%-120.8pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,435 | $4,970-71.1% | $4,579-68.7% | $6,531-78.0% |
| Admin fee / account holder | $24 | $8,407-99.7% | $7,858-99.7% | $14,480-99.8% |