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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 | $2,331 | $77,901-97.0% | $149,717-98.4% | $75,181-96.9% |
| Participation rate | 78.8% | 65.6%+13.2pp | 78.8%0pp | 67.2%+11.6pp |
| Annual return | 34.84% | 31.73%+3.1pp | 134.41%-99.6pp | 160.69%-125.8pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,538 | $3,411-54.9% | $5,682-72.9% | $4,126-62.7% |
| Admin fee / account holder | $73 | $5,949-98.8% | $13,213-99.4% | $5,650-98.7% |