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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 | $5,055 | $103,949-95.1% | $69,182-92.7% | $273,972-98.2% |
| Participation rate | 85.7% | 67.4%+18.4pp | 55.1%+30.6pp | 83.0%+2.7pp |
| Annual return | 10.35% | 35.28%-24.9pp | -21.93%+32.3pp | 41.46%-31.1pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,516 | $2,716-44.2% | $1,897-20.1% | $5,287-71.3% |
| Admin fee / account holder | $27 | $3,671-99.3% | $2,697-99.0% | $10,133-99.7% |