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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 | $262 | $104,650-99.7% | $83,854-99.7% | $155,188-99.8% |
| Participation rate | 92.9% | 65.1%+27.8pp | 59.1%+33.7pp | 80.8%+12.1pp |
| Annual return | 10.57% | 28.97%-18.4pp | 31.39%-20.8pp | 148.84%-138.3pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $720 | $2,367-69.6% | $2,035-64.6% | $6,531-89.0% |
| Admin fee / account holder | $98 | $3,518-97.2% | $3,197-96.9% | $14,480-99.3% |