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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 | $142,354-98.5% | $125,529-98.3% | $155,188-98.6% |
| Participation rate | 93.3% | 78.1%+15.3pp | 74.7%+18.6pp | 80.8%+12.5pp |
| Annual return | 21.13% | 306.06%-284.9pp | 202.56%-181.4pp | 148.84%-127.7pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,847 | $5,491-66.4% | $4,813-61.6% | $6,531-71.7% |
| Admin fee / account holder | $210 | $19,392-98.9% | $16,298-98.7% | $14,480-98.5% |