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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 | $40,339 | $138,393-70.9% | $184,256-78.1% | $80,959-50.2% |
| Participation rate | 85.7% | 83.9%+1.8pp | 86.8%-1.1pp | 67.7%+18.0pp |
| Annual return | 19.08% | 20.01%-0.9pp | 28.85%-9.8pp | 35.67%-16.6pp |
| Employer contribution / active EE | $1,399 | $4,847-71.1% | $6,427-78.2% | $2,757-49.3% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $196 | $10,489-98.1% | $13,899-98.6% | $6,925-97.2% |