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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 | $5,886 | $81,358-92.8% | $155,556-96.2% | $80,959-92.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.04% | 33.39%-22.3pp | 64.84%-53.8pp | 35.67%-24.6pp |
| Employer contribution / active EE | $293 | $3,106-90.6% | $4,675-93.7% | $2,757-89.4% |
| Participant deferral / active EE | $1,113 | $3,455-67.8% | $5,631-80.2% | $4,300-74.1% |
| Admin fee / account holder | $116 | $7,994-98.6% | $15,885-99.3% | $6,925-98.3% |