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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 | $3,540 | $65,364-94.6% | $92,909-96.2% | $72,975-95.1% |
| Participation rate | 86.0% | 68.3%+17.7pp | 76.0%+10.0pp | 69.5%+16.5pp |
| Annual return | 28.06% | 42.11%-14.0pp | 109.44%-81.4pp | 81.01%-53.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,859 | $3,128-40.6% | $4,238-56.1% | $3,608-48.5% |
| Admin fee / account holder | $148 | $4,251-96.5% | $5,795-97.4% | $5,124-97.1% |