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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 | $17,968 | $153,311-88.3% | $109,313-83.6% | $273,972-93.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 12.55% | 29.86%-17.3pp | 22.07%-9.5pp | 41.46%-28.9pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,442 | $3,932-12.5% | $3,166+8.7% | $5,287-34.9% |
| Admin fee / account holder | $13 | $8,076-99.8% | $5,666-99.8% | $10,133-99.9% |