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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 | $5,468 | $72,471-92.5% | $94,215-94.2% | $86,983-93.7% |
| Participation rate | 85.2% | 63.9%+21.3pp | 70.0%+15.2pp | 69.5%+15.6pp |
| Annual return | 24.24% | 26.44%-2.2pp | 28.22%-4.0pp | 25.83%-1.6pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,969 | $3,397-12.6% | $4,276-30.6% | $4,194-29.2% |
| Admin fee / account holder | $292 | $6,468-95.5% | $10,216-97.1% | $7,856-96.3% |