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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 | $78,690-96.3% | $161,489-98.2% | $87,485-96.7% |
| Participation rate | 85.4% | 67.5%+18.0pp | 78.7%+6.7pp | 68.9%+16.5pp |
| Annual return | 18.43% | 32.74%-14.3pp | 89.72%-71.3pp | 26.06%-7.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,588 | $3,311-52.0% | $5,630-71.8% | $4,274-62.8% |
| Admin fee / account holder | $238 | $6,724-96.5% | $16,006-98.5% | $7,775-96.9% |