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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 | $25,543 | $69,977-63.5% | $108,582-76.5% | $62,881-59.4% |
| Participation rate | 78.9% | 72.9%+6.1pp | 79.6%-0.6pp | 69.3%+9.6pp |
| Annual return | 7.53% | 10.73%-3.2pp | -51.70%+59.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,974 | $3,165-37.6% | $4,311-54.2% | $3,203-38.4% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |