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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 | $12,885 | $88,707-85.5% | $74,184-82.6% | $273,972-95.3% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 8.66% | 11.94%-3.3pp | 17.74%-9.1pp | 41.46%-32.8pp |
| Employer contribution / active EE | $400 | $3,159-87.3% | $2,370-83.1% | $4,869-91.8% |
| Participant deferral / active EE | $2,594 | $4,212-38.4% | $3,550-26.9% | $5,287-50.9% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |