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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 | $2,325 | $51,631-95.5% | $129,397-98.2% | $80,925-97.1% |
| Participation rate | 85.3% | 56.9%+28.4pp | 69.6%+15.7pp | 67.7%+17.6pp |
| Annual return | 14.29% | 20.77%-6.5pp | 9453.98%-9439.7pp | 35.65%-21.4pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,172 | $2,670-56.1% | $4,167-71.9% | $4,299-72.7% |
| Admin fee / account holder | $101 | $4,309-97.7% | $7,679-98.7% | $6,940-98.6% |