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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 | $795 | $94,439-99.2% | $73,658-98.9% | $154,746-99.5% |
| Participation rate | 92.3% | 64.7%+27.6pp | 57.0%+35.3pp | 80.7%+11.6pp |
| Annual return | 16.74% | 28.25%-11.5pp | 29.72%-13.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $960 | $2,527-62.0% | $2,062-53.5% | $6,730-85.7% |
| Admin fee / account holder | $89 | $3,843-97.7% | $3,357-97.3% | $14,365-99.4% |