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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 | $4,636 | $114,013-95.9% | $103,693-95.5% | $155,188-97.0% |
| Participation rate | 95.2% | 75.2%+20.0pp | 72.6%+22.6pp | 80.8%+14.4pp |
| Annual return | 114.99% | 49.31%+65.7pp | 47.61%+67.4pp | 148.84%-33.9pp |
| Employer contribution / active EE | $2 | $3,131-99.9% | $2,920-99.9% | $4,248-100.0% |
| Participant deferral / active EE | $2,009 | $4,970-59.6% | $4,579-56.1% | $6,531-69.2% |
| Admin fee / account holder | $10 | $8,407-99.9% | $7,858-99.9% | $14,480-99.9% |