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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 | $7,614 | $43,075-82.3% | $74,577-89.8% | $62,881-87.9% |
| Participation rate | 71.4% | 58.1%+13.4pp | 68.1%+3.3pp | 69.3%+2.1pp |
| Annual return | 9.68% | 17.50%-7.8pp | 20.47%-10.8pp | 20.14%-10.5pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,557 | $2,389-34.9% | $3,458-55.0% | $3,203-51.4% |
| Admin fee / account holder | $247 | $2,840-91.3% | $4,138-94.0% | $4,296-94.2% |