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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 | $17,141 | $72,273-76.3% | $101,275-83.1% | $79,856-78.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 20.76% | 22.30%-1.5pp | 46.48%-25.7pp | 31.71%-10.9pp |
| Employer contribution / active EE | $278 | $2,691-89.7% | $3,660-92.4% | $2,471-88.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $234 | $4,401-94.7% | $5,948-96.1% | $5,306-95.6% |