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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 | $2,198 | $75,541-97.1% | $152,093-98.6% | $82,637-97.3% |
| Participation rate | 75.0% | 66.5%+8.5pp | 77.8%-2.8pp | 68.1%+6.9pp |
| Annual return | 23.16% | 32.56%-9.4pp | 66.36%-43.2pp | 53.51%-30.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $992 | $3,206-69.1% | $5,451-81.8% | $4,126-76.0% |
| Admin fee / account holder | $124 | $6,405-98.1% | $14,497-99.1% | $7,339-98.3% |