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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 | $7,305 | $81,358-91.0% | $155,556-95.3% | $80,959-91.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.09% | 33.39%-19.3pp | 64.84%-50.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,711 | $3,455-21.6% | $5,631-51.9% | $4,300-37.0% |
| Admin fee / account holder | $288 | $7,994-96.4% | $15,885-98.2% | $6,925-95.8% |