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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 | $6,136 | $54,541-88.7% | $78,778-92.2% | $70,126-91.3% |
| Participation rate | 95.8% | 60.8%+35.0pp | 69.2%+26.6pp | 69.5%+26.3pp |
| Annual return | 16.30% | 21.07%-4.8pp | 35.62%-19.3pp | 73.15%-56.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,922 | $2,210+32.2% | $2,958-1.2% | $3,332-12.3% |
| Admin fee / account holder | $71 | $3,709-98.1% | $5,134-98.6% | $4,645-98.5% |