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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 | $4,376 | $64,920-93.3% | $103,693-95.8% | $86,983-95.0% |
| Participation rate | 72.7% | 63.6%+9.1pp | 72.6%+0.1pp | 69.5%+3.2pp |
| Annual return | 21.62% | 30.29%-8.7pp | 47.61%-26.0pp | 25.83%-4.2pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,005 | $3,241-69.0% | $4,579-78.1% | $4,194-76.0% |
| Admin fee / account holder | $39 | $6,191-99.4% | $7,858-99.5% | $7,856-99.5% |