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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 | $36,948-96.7% | $73,658-98.4% | $87,485-98.6% |
| Participation rate | 94.0% | 46.8%+47.2pp | 57.0%+37.0pp | 68.9%+25.1pp |
| Annual return | 16.36% | 28.64%-12.3pp | 29.72%-13.4pp | 26.06%-9.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $433 | $1,379-68.6% | $2,062-79.0% | $4,274-89.9% |
| Admin fee / account holder | $115 | $2,531-95.4% | $3,357-96.6% | $7,775-98.5% |