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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 | $9,703 | $77,449-87.5% | $69,483-86.0% | $152,909-93.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 74.6%+5.4pp | 82.5%-2.5pp |
| Annual return | 23.60% | 39.09%-15.5pp | 28.99%-5.4pp | 345.46%-321.9pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,036 | $4,415-53.9% | $3,537-42.4% | $5,851-65.2% |
| Admin fee / account holder | $19 | $6,210-99.7% | $3,841-99.5% | $11,601-99.8% |