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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 | $6,488 | $52,580-87.7% | $71,671-90.9% | $70,126-90.7% |
| Participation rate | 70.4% | 60.9%+9.5pp | 68.7%+1.6pp | 69.5%+0.8pp |
| Annual return | 0.00% | 20.25%-20.3pp | 20.65%-20.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,674 | $2,386+12.1% | $3,438-22.2% | $3,332-19.7% |
| Admin fee / account holder | $61 | $3,653-98.3% | $5,558-98.9% | $4,645-98.7% |