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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 | $10,915 | $45,087-75.8% | $69,483-84.3% | $72,976-85.0% |
| Participation rate | 89.8% | 68.5%+21.3pp | 74.6%+15.2pp | 69.5%+20.3pp |
| Annual return | 24.48% | 22.67%+1.8pp | 28.99%-4.5pp | 81.02%-56.5pp |
| Employer contribution / active EE | $182 | $2,055-91.1% | $2,780-93.4% | $2,440-92.5% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $99 | $3,057-96.8% | $3,841-97.4% | $5,124-98.1% |