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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 | $2,897 | $86,050-96.6% | $189,758-98.5% | $94,015-96.9% |
| Participation rate | 85.4% | 68.9%+16.5pp | 79.8%+5.6pp | 70.8%+14.6pp |
| Annual return | 18.43% | 17.77%+0.7pp | 52.62%-34.2pp | 17.84%+0.6pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,588 | $3,349-52.6% | $5,856-72.9% | $4,249-62.6% |
| Admin fee / account holder | $238 | $6,627-96.4% | $20,388-98.8% | $8,951-97.3% |