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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 | $2,609 | $73,787-96.5% | $98,716-97.4% | $82,448-96.8% |
| Participation rate | 96.6% | 61.4%+35.1pp | 69.3%+27.3pp | 68.1%+28.5pp |
| Annual return | 28.59% | 18.57%+10.0pp | 31.81%-3.2pp | 41.64%-13.0pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,454 | $3,081-52.8% | $4,048-64.1% | $4,139-64.9% |
| Admin fee / account holder | $28 | $6,500-99.6% | $8,703-99.7% | $7,234-99.6% |