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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 | $99,053-95.6% | $88,179-95.1% | $138,895-96.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.1%+10.9pp | 79.9%+0.1pp |
| Annual return | 20.17% | 78.17%-58.0pp | 64.97%-44.8pp | 145.39%-125.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,285 | $5,225-75.4% | $4,614-72.1% | $6,396-79.9% |
| Admin fee / account holder | $17 | $8,748-99.8% | $7,673-99.8% | $12,562-99.9% |