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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 | $75,541-97.1% | $152,093-98.6% | $82,637-97.4% |
| Participation rate | 82.8% | 66.5%+16.2pp | 77.8%+5.0pp | 68.1%+14.7pp |
| Annual return | 43.80% | 32.56%+11.2pp | 66.36%-22.6pp | 53.51%-9.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,219 | $3,206-62.0% | $5,451-77.6% | $4,126-70.4% |
| Admin fee / account holder | $199 | $6,405-96.9% | $14,497-98.6% | $7,339-97.3% |