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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 | $76,834-96.6% | $108,359-97.6% | $87,485-97.0% |
| Participation rate | 96.6% | 61.7%+34.8pp | 70.1%+26.4pp | 68.9%+27.6pp |
| Annual return | 28.59% | 19.09%+9.5pp | 36.89%-8.3pp | 26.06%+2.5pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,454 | $3,100-53.1% | $4,137-64.8% | $4,274-66.0% |
| Admin fee / account holder | $28 | $6,537-99.6% | $9,741-99.7% | $7,775-99.6% |