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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 | $1,992 | $123,155-98.4% | $108,753-98.2% | $155,188-98.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 21.77% | 44.73%-23.0pp | 37.47%-15.7pp | 148.84%-127.1pp |
| Employer contribution / active EE | $288 | $2,811-89.7% | $2,427-88.1% | $4,248-93.2% |
| Participant deferral / active EE | $1,594 | $4,623-65.5% | $4,115-61.3% | $6,531-75.6% |
| Admin fee / account holder | $269 | $12,126-97.8% | $10,320-97.4% | $14,480-98.1% |