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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 | $21,679 | $60,352-64.1% | $74,185-70.8% | $62,881-65.5% |
| Participation rate | 90.3% | 72.7%+17.6pp | 76.6%+13.7pp | 69.3%+21.0pp |
| Annual return | 6.31% | 21.37%-15.1pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $265 | $1,680-84.2% | $2,370-88.8% | $2,281-88.4% |
| Participant deferral / active EE | $1,355 | $2,856-52.6% | $3,550-61.8% | $3,203-57.7% |
| Admin fee / account holder | $185 | $4,261-95.7% | $5,586-96.7% | $4,296-95.7% |