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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 | $5,665 | $117,444-95.2% | $99,479-94.3% | $152,909-96.3% |
| Participation rate | 77.3% | 77.5%-0.3pp | 73.8%+3.4pp | 82.5%-5.2pp |
| Annual return | 31.89% | 31.87%0pp | 30.72%+1.2pp | 345.46%-313.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,699 | $4,086-58.4% | $3,619-53.1% | $5,851-71.0% |
| Admin fee / account holder | $264 | $7,635-96.5% | $6,253-95.8% | $11,601-97.7% |