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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 | $3,728 | $58,587-93.6% | $83,322-95.5% | $64,173-94.2% |
| Participation rate | 86.2% | 72.0%+14.2pp | 77.8%+8.4pp | 69.6%+16.6pp |
| Annual return | 0.00% | 9.65%-9.7pp | 10.64%-10.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,904 | $4,654-37.6% | $5,565-47.8% | $3,470-16.3% |
| Admin fee / account holder | $0 | $9,279-100.0% | $7,540-100.0% | $4,887-100.0% |