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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 | $9,482 | $106,524-91.1% | $152,301-93.8% | $87,485-89.2% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.4%+1.6pp | 68.9%+15.1pp |
| Annual return | 23.14% | 26.89%-3.7pp | 80.50%-57.4pp | 26.06%-2.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,541 | $6,525-61.1% | $8,004-68.3% | $4,274-40.5% |
| Admin fee / account holder | $63 | $8,287-99.2% | $14,398-99.6% | $7,775-99.2% |