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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 | $3,530 | $60,349-94.2% | $74,184-95.2% | $62,881-94.4% |
| Participation rate | 98.1% | 72.7%+25.3pp | 76.6%+21.5pp | 69.3%+28.8pp |
| Annual return | 4.77% | 21.38%-16.6pp | 17.74%-13.0pp | 20.14%-15.4pp |
| Employer contribution / active EE | $196 | $1,680-88.3% | $2,370-91.7% | $2,281-91.4% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $229 | $4,261-94.6% | $5,586-95.9% | $4,296-94.7% |