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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 | $9,895 | $57,506-82.8% | $67,221-85.3% | $79,852-87.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 15.65% | 18.46%-2.8pp | 20.72%-5.1pp | 31.72%-16.1pp |
| Employer contribution / active EE | $0 | $2,961-100.0% | $3,723-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,670 | $3,508-23.9% | $4,384-39.1% | $3,740-28.6% |
| Admin fee / account holder | $73 | $4,029-98.2% | $5,844-98.8% | $5,306-98.6% |