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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 | $868 | $37,156-97.7% | $83,854-99.0% | $86,983-99.0% |
| Participation rate | 87.5% | 49.1%+38.4pp | 59.1%+28.4pp | 69.5%+18.0pp |
| Annual return | 19.84% | 29.88%-10.0pp | 31.39%-11.5pp | 25.83%-6.0pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $934 | $1,418-34.1% | $2,035-54.1% | $4,194-77.7% |
| Admin fee / account holder | $150 | $2,510-94.0% | $3,197-95.3% | $7,856-98.1% |