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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 | $9,190 | $46,599-80.3% | $64,101-85.7% | $75,173-87.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.26% | 26.06%-12.8pp | 33.72%-20.5pp | 160.72%-147.5pp |
| Employer contribution / active EE | $225 | $1,975-88.6% | $2,749-91.8% | $2,671-91.6% |
| Participant deferral / active EE | $998 | $2,837-64.8% | $3,881-74.3% | $4,126-75.8% |
| Admin fee / account holder | $130 | $2,956-95.6% | $3,070-95.8% | $5,651-97.7% |