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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 | $6,168 | $63,861-90.3% | $104,639-94.1% | $79,856-92.3% |
| Participation rate | 76.0% | 64.9%+11.1pp | 74.1%+1.9pp | 69.6%+6.4pp |
| Annual return | 22.05% | 21.30%+0.8pp | 340.67%-318.6pp | 31.71%-9.7pp |
| Employer contribution / active EE | $199 | $1,588-87.5% | $2,682-92.6% | $2,471-91.9% |
| Participant deferral / active EE | $981 | $2,693-63.6% | $3,738-73.7% | $3,741-73.8% |
| Admin fee / account holder | $181 | $4,185-95.7% | $6,465-97.2% | $5,306-96.6% |