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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 | $5,957 | $95,404-93.8% | $113,397-94.7% | $82,637-92.8% |
| Participation rate | 85.4% | 72.8%+12.5pp | 76.5%+8.9pp | 68.1%+17.3pp |
| Annual return | 18.40% | 19.08%-0.7pp | 23.20%-4.8pp | 53.51%-35.1pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,443 | $4,220-42.1% | $5,076-51.9% | $4,126-40.8% |
| Admin fee / account holder | $151 | $9,168-98.4% | $11,957-98.7% | $7,339-97.9% |