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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 | $10,775 | $86,919-87.6% | $102,457-89.5% | $80,911-86.7% |
| Participation rate | 76.9% | 72.4%+4.5pp | 76.5%+0.4pp | 67.6%+9.3pp |
| Annual return | 16.95% | 18.90%-1.9pp | 29.41%-12.5pp | 35.63%-18.7pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,882 | $4,119-54.3% | $5,054-62.8% | $4,297-56.2% |
| Admin fee / account holder | $3 | $8,049-100.0% | $9,451-100.0% | $6,935-100.0% |