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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 | $1,763 | $45,082-96.1% | $69,464-97.5% | $72,975-97.6% |
| Participation rate | 73.7% | 68.5%+5.2pp | 74.6%-0.9pp | 69.5%+4.2pp |
| Annual return | 0.00% | 22.66%-22.7pp | 28.98%-29.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $328 | $2,055-84.0% | $2,779-88.2% | $2,440-86.6% |
| Participant deferral / active EE | $908 | $2,604-65.1% | $3,536-74.3% | $3,608-74.8% |
| Admin fee / account holder | $1 | $3,057-100.0% | $3,840-100.0% | $5,124-100.0% |