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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 | $20,108 | $80,992-75.2% | $96,534-79.2% | $75,173-73.3% |
| Participation rate | 96.3% | 71.8%+24.5pp | 76.0%+20.3pp | 67.2%+29.1pp |
| Annual return | 16.52% | 27.05%-10.5pp | 25.88%-9.4pp | 160.72%-144.2pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,890 | $3,929-51.9% | $4,851-61.0% | $4,126-54.2% |
| Admin fee / account holder | $298 | $6,717-95.6% | $8,253-96.4% | $5,651-94.7% |