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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 | $2,127 | $132,634-98.4% | $115,768-98.2% | $137,256-98.5% |
| Participation rate | 93.3% | 77.9%+15.5pp | 74.4%+18.9pp | 80.0%+13.4pp |
| Annual return | 21.13% | 160.70%-139.6pp | 100.46%-79.3pp | 220.34%-199.2pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,847 | $5,619-67.1% | $4,917-62.4% | $6,407-71.2% |
| Admin fee / account holder | $210 | $15,028-98.6% | $12,439-98.3% | $12,270-98.3% |