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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 | $9,640 | $70,475-86.3% | $100,530-90.4% | $79,858-87.9% |
| Participation rate | 76.4% | 73.7%+2.7pp | 79.4%-3.0pp | 69.6%+6.8pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.89%-30.9pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,764 | $5,181+11.3% | $6,271-8.1% | $3,740+54.1% |
| Admin fee / account holder | $69 | $4,478-98.5% | $8,083-99.1% | $5,306-98.7% |