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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 | $9,585 | $174,018-94.5% | $136,833-93.0% | $198,609-95.2% |
| Participation rate | 80.0% | 65.1%+14.9pp | 59.0%+21.0pp | 82.4%-2.4pp |
| Annual return | 20.18% | 35.16%-15.0pp | 35.32%-15.1pp | 202.70%-182.5pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $700 | $2,873-75.6% | $2,441-71.3% | $6,977-90.0% |
| Admin fee / account holder | $96 | $5,434-98.2% | $4,706-98.0% | $19,030-99.5% |