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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 | $10,239 | $176,794-94.2% | $146,647-93.0% | $167,553-93.9% |
| Participation rate | 94.1% | 83.6%+10.5pp | 80.1%+14.0pp | 82.1%+12.0pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $856 | $5,161-83.4% | $4,137-79.3% | $4,840-82.3% |
| Participant deferral / active EE | $2,004 | $6,440-68.9% | $5,506-63.6% | $6,343-68.4% |
| Admin fee / account holder | $2 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |