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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 | $572 | $36,948-98.5% | $73,658-99.2% | $87,485-99.3% |
| Participation rate | 85.0% | 46.8%+38.2pp | 57.0%+28.0pp | 68.9%+16.1pp |
| Annual return | 21.32% | 28.64%-7.3pp | 29.72%-8.4pp | 26.06%-4.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $295 | $1,379-78.6% | $2,062-85.7% | $4,274-93.1% |
| Admin fee / account holder | $26 | $2,531-99.0% | $3,357-99.2% | $7,775-99.7% |