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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 | $3,917 | $108,882-96.4% | $96,754-96.0% | $154,746-97.5% |
| Participation rate | 77.8% | 75.1%+2.7pp | 70.3%+7.5pp | 80.7%-2.9pp |
| Annual return | 27.80% | 98.39%-70.6pp | 82.04%-54.2pp | 172.34%-144.5pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,467 | $5,323-72.4% | $4,758-69.2% | $6,730-78.2% |
| Admin fee / account holder | $11 | $10,200-99.9% | $8,905-99.9% | $14,365-99.9% |