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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 | $11,828 | $93,598-87.4% | $135,974-91.3% | $75,173-84.3% |
| Participation rate | 91.9% | 75.2%+16.7pp | 81.9%+10.0pp | 67.2%+24.7pp |
| Annual return | 28.41% | 30.89%-2.5pp | 68.30%-39.9pp | 160.72%-132.3pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,386 | $6,405-47.1% | $7,760-56.4% | $4,126-18.0% |
| Admin fee / account holder | $90 | $6,978-98.7% | $10,767-99.2% | $5,651-98.4% |