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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 | $4,900 | $107,666-95.4% | $102,184-95.2% | $154,746-96.8% |
| Participation rate | 77.8% | 83.7%-5.9pp | 82.6%-4.8pp | 80.7%-2.9pp |
| Annual return | 28.38% | 29.33%-0.9pp | 31.58%-3.2pp | 172.34%-144.0pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,718 | $8,719-68.8% | $8,309-67.3% | $6,730-59.6% |
| Admin fee / account holder | $27 | $12,943-99.8% | $11,609-99.8% | $14,365-99.8% |