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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 | $4,347 | $107,809-96.0% | $97,032-95.5% | $155,188-97.2% |
| Participation rate | 80.0% | 75.5%+4.5pp | 71.6%+8.4pp | 80.8%-0.8pp |
| Annual return | 20.17% | 38.06%-17.9pp | 35.38%-15.2pp | 148.84%-128.7pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,285 | $5,129-74.9% | $4,672-72.5% | $6,531-80.3% |
| Admin fee / account holder | $17 | $10,717-99.8% | $9,418-99.8% | $14,480-99.9% |