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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 | $5,862 | $47,944-87.8% | $67,834-91.4% | $62,881-90.7% |
| Participation rate | 70.4% | 61.1%+9.3pp | 68.8%+1.6pp | 69.3%+1.1pp |
| Annual return | 17.90% | 11.77%+6.1pp | 138.47%-120.6pp | 20.14%-2.2pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,752 | $2,247+22.5% | $3,160-12.9% | $3,203-14.1% |
| Admin fee / account holder | $17 | $3,712-99.5% | $4,622-99.6% | $4,296-99.6% |