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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 | $115,225-98.3% | $100,712-98.0% | $138,895-98.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 21.77% | 40.35%-18.6pp | 33.27%-11.5pp | 145.39%-123.6pp |
| Employer contribution / active EE | $288 | $2,771-89.6% | $2,313-87.5% | $4,194-93.1% |
| Participant deferral / active EE | $1,594 | $4,699-66.1% | $4,085-61.0% | $6,396-75.1% |
| Admin fee / account holder | $269 | $10,844-97.5% | $9,256-97.1% | $12,562-97.9% |