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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 | $2,185 | $77,814-97.2% | $158,223-98.6% | $86,983-97.5% |
| Participation rate | 82.8% | 68.4%+14.3pp | 79.2%+3.6pp | 69.5%+13.2pp |
| Annual return | 43.80% | 30.54%+13.3pp | 52.09%-8.3pp | 25.83%+18.0pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,219 | $3,270-62.7% | $5,467-77.7% | $4,194-70.9% |
| Admin fee / account holder | $199 | $5,879-96.6% | $16,047-98.8% | $7,856-97.5% |