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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 | $8,096 | $86,050-90.6% | $189,758-95.7% | $94,015-91.4% |
| Participation rate | 95.1% | 68.9%+26.2pp | 79.8%+15.3pp | 70.8%+24.3pp |
| Annual return | 11.31% | 17.77%-6.5pp | 52.62%-41.3pp | 17.84%-6.5pp |
| Employer contribution / active EE | $284 | $2,819-89.9% | $4,767-94.0% | $2,790-89.8% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $234 | $6,627-96.5% | $20,388-98.9% | $8,951-97.4% |