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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 | $623 | $37,156-98.3% | $83,854-99.3% | $86,983-99.3% |
| Participation rate | 92.3% | 49.1%+43.3pp | 59.1%+33.2pp | 69.5%+22.8pp |
| Annual return | 22.72% | 29.88%-7.2pp | 31.39%-8.7pp | 25.83%-3.1pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $366 | $1,418-74.2% | $2,035-82.0% | $4,194-91.3% |
| Admin fee / account holder | $33 | $2,510-98.7% | $3,197-99.0% | $7,856-99.6% |