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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 | $1,212 | $48,118-97.5% | $136,833-99.1% | $94,015-98.7% |
| Participation rate | 94.0% | 47.4%+46.6pp | 59.0%+35.0pp | 70.8%+23.2pp |
| Annual return | 16.36% | 14.65%+1.7pp | 35.32%-19.0pp | 17.84%-1.5pp |
| Employer contribution / active EE | $0 | $821-100.0% | $1,319-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $433 | $1,651-73.7% | $2,441-82.2% | $4,249-89.8% |
| Admin fee / account holder | $115 | $3,059-96.2% | $4,706-97.5% | $8,951-98.7% |