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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 | $13,244 | $58,577-77.4% | $83,323-84.1% | $64,181-79.4% |
| Participation rate | 80.0% | 72.0%+8.0pp | 77.8%+2.2pp | 69.6%+10.4pp |
| Annual return | -2.19% | 9.65%-11.8pp | 10.63%-12.8pp | 7.63%-9.8pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,656 | $4,654+64.5% | $5,565+37.6% | $3,470+120.7% |
| Admin fee / account holder | $0 | $9,275-100.0% | $7,539-100.0% | $4,887-100.0% |