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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 | $4,600 | $58,493-92.1% | $84,021-94.5% | $72,975-93.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 23.44% | 28.93%-5.5pp | 71.32%-47.9pp | 81.01%-57.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,144 | $2,394-52.2% | $3,239-64.7% | $3,608-68.3% |
| Admin fee / account holder | $140 | $4,569-96.9% | $6,102-97.7% | $5,124-97.3% |