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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 | $58,057-96.5% | $97,032-97.9% | $86,983-97.7% |
| Participation rate | 92.9% | 60.4%+32.5pp | 71.6%+21.3pp | 69.5%+23.3pp |
| Annual return | 20.73% | 22.26%-1.5pp | 35.38%-14.7pp | 25.83%-5.1pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,226 | $3,244-62.2% | $4,672-73.8% | $4,194-70.8% |
| Admin fee / account holder | $222 | $4,839-95.4% | $9,418-97.6% | $7,856-97.2% |