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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 | $8,496 | $65,712-87.1% | $57,196-85.1% | $273,972-96.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.67% | 22.01%-14.3pp | 14.59%-6.9pp | 41.46%-33.8pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,161 | $3,782-42.9% | $3,096-30.2% | $5,287-59.1% |
| Admin fee / account holder | $174 | $4,838-96.4% | $3,141-94.5% | $10,133-98.3% |