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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 | $2,968 | $102,938-97.1% | $94,105-96.8% | $138,895-97.9% |
| Participation rate | 86.7% | 74.6%+12.0pp | 71.9%+14.7pp | 79.9%+6.7pp |
| Annual return | 22.70% | 250.28%-227.6pp | 204.55%-181.9pp | 145.39%-122.7pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,550 | $4,196-63.1% | $3,881-60.1% | $6,396-75.8% |
| Admin fee / account holder | $69 | $6,600-99.0% | $6,199-98.9% | $12,562-99.5% |