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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 | $5,164 | $72,114-92.8% | $108,745-95.3% | $62,881-91.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 77.7%+22.3pp | 69.3%+30.7pp |
| Annual return | 12.99% | 13.41%-0.4pp | 46.22%-33.2pp | 20.14%-7.2pp |
| Employer contribution / active EE | $0 | $2,694-100.0% | $3,323-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,652 | $4,044-34.4% | $5,121-48.2% | $3,203-17.2% |
| Admin fee / account holder | $179 | $4,608-96.1% | $6,144-97.1% | $4,296-95.8% |