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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 | $10,832 | $60,349-82.1% | $74,184-85.4% | $62,881-82.8% |
| Participation rate | 93.2% | 72.7%+20.5pp | 76.6%+16.6pp | 69.3%+23.9pp |
| Annual return | 5.96% | 21.38%-15.4pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,491 | $2,856-47.8% | $3,550-58.0% | $3,203-53.4% |
| Admin fee / account holder | $213 | $4,261-95.0% | $5,586-96.2% | $4,296-95.0% |