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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 | $7,363 | $78,690-90.6% | $161,489-95.4% | $87,485-91.6% |
| Participation rate | 79.3% | 67.5%+11.8pp | 78.7%+0.6pp | 68.9%+10.4pp |
| Annual return | 28.26% | 32.74%-4.5pp | 89.72%-61.5pp | 26.06%+2.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,601 | $3,311+8.8% | $5,630-36.0% | $4,274-15.7% |
| Admin fee / account holder | $110 | $6,724-98.4% | $16,006-99.3% | $7,775-98.6% |