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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 | $3,322 | $76,551-95.7% | $123,894-97.3% | $62,881-94.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 21.56% | 18.68%+2.9pp | 47.52%-26.0pp | 20.14%+1.4pp |
| Employer contribution / active EE | $183 | $2,882-93.6% | $4,617-96.0% | $2,281-92.0% |
| Participant deferral / active EE | $2,047 | $4,840-57.7% | $5,984-65.8% | $3,203-36.1% |
| Admin fee / account holder | $42 | $4,826-99.1% | $8,357-99.5% | $4,296-99.0% |