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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 | $1,188 | $58,627-98.0% | $76,735-98.5% | $82,448-98.6% |
| Participation rate | 92.3% | 63.2%+29.1pp | 69.5%+22.8pp | 68.1%+24.2pp |
| Annual return | 20.33% | 39.10%-18.8pp | 29.77%-9.4pp | 41.64%-21.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,243 | $3,134-60.3% | $4,088-69.6% | $4,139-70.0% |
| Admin fee / account holder | $54 | $5,323-99.0% | $7,189-99.2% | $7,234-99.3% |