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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 | $3,651 | $93,345-96.1% | $119,126-96.9% | $87,485-95.8% |
| Participation rate | 97.1% | 68.7%+28.3pp | 75.8%+21.3pp | 68.9%+28.1pp |
| Annual return | 20.37% | 19.08%+1.3pp | 282.11%-261.7pp | 26.06%-5.7pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,513 | $4,099-14.3% | $5,318-33.9% | $4,274-17.8% |
| Admin fee / account holder | $290 | $8,039-96.4% | $10,693-97.3% | $7,775-96.3% |