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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 | $6,263 | $65,712-90.5% | $57,196-89.0% | $273,972-97.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.52% | 22.01%-12.5pp | 14.59%-5.1pp | 41.46%-31.9pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,803 | $3,782+53.4% | $3,096+87.4% | $5,287+9.8% |
| Admin fee / account holder | $52 | $4,838-98.9% | $3,141-98.3% | $10,133-99.5% |