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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 | $7,012 | $39,132-82.1% | $57,196-87.7% | $62,881-88.8% |
| Participation rate | 97.8% | 70.5%+27.3pp | 75.3%+22.5pp | 69.3%+28.5pp |
| Annual return | 2.45% | 9.24%-6.8pp | 14.59%-12.1pp | 20.14%-17.7pp |
| Employer contribution / active EE | $130 | $1,874-93.1% | $2,683-95.2% | $2,281-94.3% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $76 | $2,594-97.1% | $3,141-97.6% | $4,296-98.2% |