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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 | $107,809-96.4% | $97,032-96.0% | $155,188-97.5% |
| Participation rate | 77.8% | 75.5%+2.3pp | 71.6%+6.2pp | 80.8%-3.0pp |
| Annual return | 27.80% | 38.06%-10.3pp | 35.38%-7.6pp | 148.84%-121.0pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,467 | $5,129-71.4% | $4,672-68.6% | $6,531-77.5% |
| Admin fee / account holder | $11 | $10,717-99.9% | $9,418-99.9% | $14,480-99.9% |