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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 | $5,220 | $49,255-89.4% | $70,494-92.6% | $79,856-93.5% |
| Participation rate | 77.6% | 69.2%+8.5pp | 75.1%+2.6pp | 69.6%+8.0pp |
| Annual return | 6.21% | 30.10%-23.9pp | 109.16%-103.0pp | 31.71%-25.5pp |
| Employer contribution / active EE | $149 | $2,100-92.9% | $2,738-94.5% | $2,471-94.0% |
| Participant deferral / active EE | $1,213 | $2,768-56.2% | $3,711-67.3% | $3,741-67.6% |
| Admin fee / account holder | $63 | $2,879-97.8% | $3,848-98.4% | $5,306-98.8% |