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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 | $2,878 | $75,541-96.2% | $152,093-98.1% | $82,637-96.5% |
| Participation rate | 80.6% | 66.5%+14.1pp | 77.8%+2.9pp | 68.1%+12.6pp |
| Annual return | 19.92% | 32.56%-12.6pp | 66.36%-46.4pp | 53.51%-33.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,229 | $3,206-61.7% | $5,451-77.5% | $4,126-70.2% |
| Admin fee / account holder | $262 | $6,405-95.9% | $14,497-98.2% | $7,339-96.4% |