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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 | $4,417 | $141,004-96.9% | $112,273-96.1% | $139,466-96.8% |
| Participation rate | 85.7% | 79.2%+6.5pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 30.02% | 32.75%-2.7pp | 30.23%-0.2pp | 373.66%-343.6pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,791 | $5,878-52.5% | $4,800-41.8% | $6,712-58.4% |
| Admin fee / account holder | $28 | $9,959-99.7% | $7,752-99.6% | $11,409-99.8% |