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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 | $8,810 | $45,050-80.4% | $63,018-86.0% | $70,126-87.4% |
| Participation rate | 90.6% | 69.5%+21.1pp | 74.8%+15.8pp | 69.5%+21.0pp |
| Annual return | 21.45% | 18.76%+2.7pp | 87.62%-66.2pp | 73.15%-51.7pp |
| Employer contribution / active EE | $193 | $2,052-90.6% | $2,761-93.0% | $2,343-91.8% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $41 | $2,834-98.6% | $3,601-98.9% | $4,645-99.1% |