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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 | $2,694 | $64,920-95.8% | $103,693-97.4% | $86,983-96.9% |
| Participation rate | 97.1% | 63.6%+33.5pp | 72.6%+24.4pp | 69.5%+27.5pp |
| Annual return | 17.84% | 30.29%-12.4pp | 47.61%-29.8pp | 25.83%-8.0pp |
| Employer contribution / active EE | $8 | $2,141-99.6% | $2,920-99.7% | $2,584-99.7% |
| Participant deferral / active EE | $816 | $3,241-74.8% | $4,579-82.2% | $4,194-80.5% |
| Admin fee / account holder | $266 | $6,191-95.7% | $7,858-96.6% | $7,856-96.6% |