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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 | $2,017 | $57,590-96.5% | $86,233-97.7% | $82,448-97.6% |
| Participation rate | 92.9% | 57.9%+35.0pp | 69.0%+23.8pp | 68.1%+24.8pp |
| Annual return | 20.73% | 22.41%-1.7pp | 61.39%-40.7pp | 41.64%-20.9pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,226 | $3,080-60.2% | $4,559-73.1% | $4,139-70.4% |
| Admin fee / account holder | $222 | $4,730-95.3% | $8,342-97.3% | $7,234-96.9% |