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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 | $139,948-98.5% | $121,663-98.3% | $154,746-98.6% |
| Participation rate | 93.3% | 78.0%+15.3pp | 74.5%+18.8pp | 80.7%+12.6pp |
| Annual return | 21.13% | 230.52%-209.4pp | 147.54%-126.4pp | 172.34%-151.2pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,847 | $5,629-67.2% | $4,887-62.2% | $6,730-72.6% |
| Admin fee / account holder | $210 | $17,321-98.8% | $14,289-98.5% | $14,365-98.5% |