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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 | $9,076 | $48,364-81.2% | $71,796-87.4% | $62,881-85.6% |
| Participation rate | 91.8% | 60.6%+31.2pp | 69.1%+22.7pp | 69.3%+22.5pp |
| Annual return | 21.48% | 13.16%+8.3pp | 78.04%-56.6pp | 20.14%+1.3pp |
| Employer contribution / active EE | $120 | $1,042-88.5% | $1,924-93.8% | $2,281-94.8% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $37 | $3,771-99.0% | $4,815-99.2% | $4,296-99.1% |