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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 | $6,600 | $48,337-86.3% | $67,560-90.2% | $80,959-91.8% |
| Participation rate | 75.8% | 66.4%+9.3pp | 72.9%+2.8pp | 67.7%+8.1pp |
| Annual return | 15.20% | 18.26%-3.1pp | 3533.50%-3518.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $290 | $2,023-85.7% | $2,737-89.4% | $2,757-89.5% |
| Participant deferral / active EE | $1,751 | $2,928-40.2% | $4,004-56.3% | $4,300-59.3% |
| Admin fee / account holder | $105 | $3,695-97.2% | $3,994-97.4% | $6,925-98.5% |