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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 | $105,284-96.5% | $150,734-97.6% | $94,015-96.1% |
| Participation rate | 97.1% | 71.7%+25.3pp | 78.4%+18.6pp | 70.8%+26.2pp |
| Annual return | 20.37% | 15.67%+4.7pp | 600.81%-580.4pp | 17.84%+2.5pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,513 | $4,274-17.8% | $5,610-37.4% | $4,249-17.3% |
| Admin fee / account holder | $290 | $9,839-97.1% | $14,905-98.1% | $8,951-96.8% |